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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 | $30,807 | $39,132-21.3% | $57,196-46.1% | $62,881-51.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.20% | 9.24%0pp | 14.59%-5.4pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,364 | $1,874+26.1% | $2,683-11.9% | $2,281+3.6% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,036 | $2,594-60.1% | $3,141-67.0% | $4,296-75.9% |