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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 | $60,442-45.8% | $96,754-66.2% | $87,485-62.6% |
| Participation rate | 96.7% | 58.7%+38.0pp | 70.3%+26.4pp | 68.9%+27.7pp |
| Annual return | 24.43% | 21.97%+2.5pp | 82.04%-57.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $333 | $1,691-80.3% | $2,679-87.6% | $2,596-87.2% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,080 | $5,069-59.0% | $8,905-76.6% | $7,775-73.3% |