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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 | $33,097 | $87,544-62.2% | $75,784-56.3% | $125,388-73.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 1.81% | 13.49%-11.7pp | 9.68%-7.9pp | 282.24%-280.4pp |
| Employer contribution / active EE | $546 | $3,930-86.1% | $3,323-83.6% | $4,866-88.8% |
| Participant deferral / active EE | $626 | $4,229-85.2% | $3,652-82.9% | $5,352-88.3% |
| Admin fee / account holder | $3,414 | $6,502-47.5% | $5,300-35.6% | $9,541-64.2% |