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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 | $41,070 | $63,314-35.1% | $91,004-54.9% | $62,293-34.1% |
| Participation rate | 89.4% | 73.3%+16.1pp | 75.6%+13.8pp | 69.5%+19.9pp |
| Annual return | 14.78% | 21.00%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,160 | $2,944-60.6% | $3,548-67.3% | $3,169-63.4% |
| Admin fee / account holder | $485 | $468+3.7% | $5,417-91.1% | $479+1.1% |