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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 | $29,668 | $64,920-54.3% | $103,693-71.4% | $86,983-65.9% |
| Participation rate | 70.0% | 63.6%+6.4pp | 72.6%-2.6pp | 69.5%+0.5pp |
| Annual return | 13.54% | 30.29%-16.7pp | 47.61%-34.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,311 | $2,141+7.9% | $2,920-20.9% | $2,584-10.6% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $549 | $6,191-91.1% | $7,858-93.0% | $7,856-93.0% |