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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 | $36,106 | $45,050-19.9% | $63,018-42.7% | $70,126-48.5% |
| Participation rate | 96.6% | 69.5%+27.1pp | 74.8%+21.8pp | 69.5%+27.1pp |
| Annual return | 13.10% | 18.76%-5.7pp | 87.62%-74.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,456 | $2,052+19.7% | $2,761-11.0% | $2,343+4.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $411 | $2,834-85.5% | $3,601-88.6% | $4,645-91.2% |