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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 | $58,037 | $67,606-14.2% | $82,313-29.5% | $70,124-17.2% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 16.78% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $593 | $2,987-80.2% | $3,706-84.0% | $3,332-82.2% |
| Admin fee / account holder | $2,214 | $4,512-50.9% | $5,608-60.5% | $4,645-52.3% |