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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 | $35,778 | $108,825-67.1% | $156,181-77.1% | $82,448-56.6% |
| Participation rate | 93.8% | 72.4%+21.4pp | 78.8%+14.9pp | 68.1%+25.7pp |
| Annual return | 14.63% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,831 | $4,577-60.0% | $6,132-70.1% | $4,139-55.8% |
| Admin fee / account holder | $3,890 | $9,341-58.4% | $14,586-73.3% | $7,234-46.2% |