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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 | $26,702 | $45,082-40.8% | $69,464-61.6% | $72,975-63.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.42% | 22.66%-8.2pp | 28.98%-14.6pp | 81.01%-66.6pp |
| Employer contribution / active EE | $2,530 | $2,055+23.1% | $2,779-9.0% | $2,440+3.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,350 | $3,057-23.1% | $3,840-38.8% | $5,124-54.1% |