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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 | $32,722 | $52,678-37.9% | $75,784-56.8% | $59,633-45.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 3.24% | 2.95%+0.3pp | 9.68%-6.4pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $1,674 | $2,193-23.7% | $3,323-49.6% | $2,203-24.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,634 | $3,610-54.8% | $5,300-69.2% | $4,297-62.0% |