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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 | $110,137-67.5% | $161,149-77.8% | $82,637-56.7% |
| Participation rate | 93.8% | 72.4%+21.4pp | 78.8%+14.9pp | 68.1%+25.7pp |
| Annual return | 14.63% | 20.69%-6.1pp | 21.16%-6.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,831 | $4,575-60.0% | $6,153-70.2% | $4,126-55.6% |
| Admin fee / account holder | $3,890 | $9,467-58.9% | $15,194-74.4% | $7,339-47.0% |