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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 | $18,754 | $55,713-66.3% | $75,901-75.3% | $72,975-74.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.98% | 27.60%-8.6pp | 30.76%-11.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,437 | $1,687-14.8% | $2,501-42.5% | $2,440-41.1% |
| Participant deferral / active EE | $466 | $2,634-82.3% | $3,603-87.1% | $3,608-87.1% |
| Admin fee / account holder | $1,647 | $3,980-58.6% | $5,420-69.6% | $5,124-67.9% |