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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 | $17,866 | $56,894-68.6% | $84,753-78.9% | $62,881-71.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.51% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,827 | $2,400+17.8% | $3,574-20.9% | $2,281+23.9% |
| Participant deferral / active EE | $683 | $2,709-74.8% | $3,712-81.6% | $3,203-78.7% |
| Admin fee / account holder | $2,344 | $3,581-34.5% | $5,333-56.0% | $4,296-45.4% |