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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 | $7,435 | $57,590-87.1% | $86,233-91.4% | $82,448-91.0% |
| Participation rate | 70.4% | 57.9%+12.5pp | 69.0%+1.4pp | 68.1%+2.3pp |
| Annual return | 17.64% | 22.41%-4.8pp | 61.39%-43.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $367 | $1,655-77.8% | $2,504-85.3% | $2,551-85.6% |
| Participant deferral / active EE | $414 | $3,080-86.6% | $4,559-90.9% | $4,139-90.0% |
| Admin fee / account holder | $1,869 | $4,730-60.5% | $8,342-77.6% | $7,234-74.2% |