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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 | $24,709 | $52,306-52.8% | $69,779-64.6% | $62,881-60.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 12.99% | 13.35%-0.4pp | 12.99%0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $962 | $1,799-46.6% | $2,338-58.9% | $2,281-57.8% |
| Participant deferral / active EE | $898 | $2,395-62.5% | $2,931-69.4% | $3,203-72.0% |
| Admin fee / account holder | $1,412 | $3,691-61.7% | $4,381-67.8% | $4,296-67.1% |