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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 | $32,733 | $63,949-48.8% | $129,031-74.6% | $94,015-65.2% |
| Participation rate | 96.7% | 63.4%+33.2pp | 73.4%+23.3pp | 70.8%+25.8pp |
| Annual return | 24.43% | 17.56%+6.9pp | 34.67%-10.2pp | 17.84%+6.6pp |
| Employer contribution / active EE | $333 | $1,865-82.1% | $3,226-89.7% | $2,790-88.1% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,080 | $5,523-62.3% | $13,208-84.3% | $8,951-76.8% |