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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 | $36,614 | $40,263-9.1% | $57,347-36.2% | $59,632-38.6% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 68.7%+6.3pp |
| Annual return | 1.98% | 27.50%-25.5pp | 24.40%-22.4pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $594 | $1,922-69.1% | $2,689-77.9% | $2,203-73.0% |
| Participant deferral / active EE | $564 | $2,400-76.5% | $3,162-82.2% | $3,192-82.3% |
| Admin fee / account holder | $517 | $2,819-81.7% | $3,356-84.6% | $4,297-88.0% |