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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 | $57,099 | $72,177-20.9% | $115,038-50.4% | $59,633-4.3% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 1.15% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $5,151 | $2,841+81.3% | $4,608+11.8% | $2,203+133.8% |
| Participant deferral / active EE | $1,587 | $4,783-66.8% | $6,026-73.7% | $3,192-50.3% |
| Admin fee / account holder | $518 | $4,927-89.5% | $8,175-93.7% | $4,297-87.9% |