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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 | $39,299 | $93,598-58.0% | $135,974-71.1% | $75,173-47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.19% | 30.89%-10.7pp | 68.30%-48.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,095 | $6,405-67.3% | $7,760-73.0% | $4,126-49.2% |
| Admin fee / account holder | $8,950 | $6,978+28.3% | $10,767-16.9% | $5,651+58.4% |