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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 | $41,291 | $136,860-69.8% | $120,344-65.7% | $154,746-73.3% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 11.86% | 21.38%-9.5pp | 20.30%-8.4pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,872 | $5,793-67.7% | $5,135-63.5% | $6,730-72.2% |
| Admin fee / account holder | $358 | $15,393-97.7% | $12,742-97.2% | $14,365-97.5% |