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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 | $32,334 | $54,541-40.7% | $78,778-59.0% | $70,126-53.9% |
| Participation rate | 79.6% | 60.8%+18.8pp | 69.2%+10.4pp | 69.5%+10.1pp |
| Annual return | 13.71% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $5,384 | $1,089+394.6% | $1,986+171.1% | $2,343+129.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $493 | $3,709-86.7% | $5,134-90.4% | $4,645-89.4% |