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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 | $28,141 | $60,349-53.4% | $74,184-62.1% | $62,881-55.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.12% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,563 | $1,680-7.0% | $2,370-34.1% | $2,281-31.5% |
| Participant deferral / active EE | $585 | $2,856-79.5% | $3,550-83.5% | $3,203-81.7% |
| Admin fee / account holder | $1,088 | $4,261-74.5% | $5,586-80.5% | $4,296-74.7% |