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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 | $17,799 | $81,276-78.1% | $155,574-88.6% | $80,925-78.0% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.4pp | 67.7%+28.0pp |
| Annual return | 11.16% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,794 | $3,103-10.0% | $4,676-40.3% | $2,756+1.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,321 | $7,993-45.9% | $15,914-72.8% | $6,940-37.7% |