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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 | $17,377 | $59,839-71.0% | $81,991-78.8% | $79,852-78.2% |
| Participation rate | 98.1% | 61.6%+36.5pp | 69.3%+28.9pp | 69.6%+28.5pp |
| Annual return | 29.64% | 17.56%+12.1pp | 41.31%-11.7pp | 31.72%-2.1pp |
| Employer contribution / active EE | $755 | $1,713-56.0% | $2,498-69.8% | $2,471-69.5% |
| Participant deferral / active EE | $99 | $2,695-96.3% | $3,722-97.3% | $3,740-97.4% |
| Admin fee / account holder | $327 | $4,287-92.4% | $5,665-94.2% | $5,306-93.8% |