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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 | $63,359 | $86,919-27.1% | $102,457-38.2% | $80,911-21.7% |
| Participation rate | 81.0% | 72.4%+8.6pp | 76.5%+4.5pp | 67.6%+13.3pp |
| Annual return | 11.27% | 18.90%-7.6pp | 29.41%-18.1pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,605 | $4,119-61.0% | $5,054-68.2% | $4,297-62.6% |
| Admin fee / account holder | $2,592 | $8,049-67.8% | $9,451-72.6% | $6,935-62.6% |