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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 | $36,069 | $84,236-57.2% | $170,435-78.8% | $70,126-48.6% |
| Participation rate | 94.2% | 70.8%+23.4pp | 83.6%+10.6pp | 69.5%+24.7pp |
| Annual return | 13.19% | 23.06%-9.9pp | 205.94%-192.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,350 | $3,387-30.6% | $5,432-56.7% | $2,343+0.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,878 | $5,698-14.4% | $13,881-64.9% | $4,645+5.0% |