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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 | $46,343 | $50,958-9.1% | $74,552-37.8% | $64,181-27.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 6.15% | -1.86%+8.0pp | 32.53%-26.4pp | 7.63%-1.5pp |
| Employer contribution / active EE | $1,449 | $1,115+29.9% | $1,961-26.1% | $2,381-39.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,475 | $4,223-65.1% | $5,060-70.8% | $4,887-69.8% |