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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 | $23,810 | $106,749-77.7% | $145,433-83.6% | $82,448-71.1% |
| Participation rate | 93.2% | 75.6%+17.5pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,358 | $6,519-63.8% | $7,897-70.1% | $4,139-43.0% |
| Admin fee / account holder | $494 | $8,390-94.1% | $13,129-96.2% | $7,234-93.2% |