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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 | $27,498 | $64,359-57.3% | $90,161-69.5% | $70,126-60.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.03% | 28.13%-9.1pp | 34.89%-15.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $747 | $2,046-63.5% | $3,318-77.5% | $2,343-68.1% |
| Participant deferral / active EE | $1,664 | $4,389-62.1% | $5,287-68.5% | $3,332-50.1% |
| Admin fee / account holder | $2,323 | $3,945-41.1% | $5,943-60.9% | $4,645-50.0% |