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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,492 | $79,961-50.6% | $98,462-59.9% | $75,177-47.5% |
| Participation rate | 70.5% | 70.4%+0.1pp | 75.2%-4.7pp | 67.2%+3.3pp |
| Annual return | 13.59% | 19.75%-6.2pp | 21.17%-7.6pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,089 | $3,753-71.0% | $4,738-77.0% | $4,126-73.6% |
| Admin fee / account holder | $2,800 | $6,842-59.1% | $8,875-68.5% | $5,651-50.5% |