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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 | $35,402 | $67,411-47.5% | $91,004-61.1% | $70,126-49.5% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 16.35% | -40.16%+56.5pp | 4.60%+11.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $909 | $1,786-49.1% | $2,456-63.0% | $2,343-61.2% |
| Participant deferral / active EE | $1,088 | $2,823-61.5% | $3,548-69.3% | $3,332-67.3% |
| Admin fee / account holder | $447 | $4,236-89.5% | $5,417-91.8% | $4,645-90.4% |