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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 | $22,412 | $57,828-61.2% | $117,039-80.9% | $70,126-68.0% |
| Participation rate | 76.0% | 67.1%+8.9pp | 77.2%-1.2pp | 69.5%+6.5pp |
| Annual return | 12.54% | 17.55%-5.0pp | 18.95%-6.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $303 | $2,438-87.6% | $3,929-92.3% | $3,332-90.9% |
| Admin fee / account holder | $1,528 | $3,548-56.9% | $5,974-74.4% | $4,645-67.1% |