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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 | $17,321 | $99,345-82.6% | $84,753-79.6% | $273,972-93.7% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 6.98% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $33,012 | $4,214+683.4% | $3,574+823.6% | $4,869+578.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,100 | $6,645+67.0% | $5,333+108.1% | $10,133+9.6% |