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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 | $32,806 | $74,535-56.0% | $100,712-67.4% | $82,637-60.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.61% | 18.92%+0.7pp | 33.27%-13.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $913 | $1,503-39.3% | $2,313-60.5% | $2,552-64.2% |
| Participant deferral / active EE | $576 | $3,074-81.3% | $4,085-85.9% | $4,126-86.1% |
| Admin fee / account holder | $413 | $6,576-93.7% | $9,256-95.5% | $7,339-94.4% |