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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 | $106,524-77.6% | $152,301-84.4% | $87,485-72.8% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.3pp |
| Annual return | 17.02% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,358 | $6,525-63.9% | $8,004-70.5% | $4,274-44.8% |
| Admin fee / account holder | $494 | $8,287-94.0% | $14,398-96.6% | $7,775-93.7% |