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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 | $30,468 | $77,896-60.9% | $134,172-77.3% | $82,448-63.0% |
| Participation rate | 81.6% | 62.8%+18.8pp | 72.5%+9.2pp | 68.1%+13.6pp |
| Annual return | 12.79% | 18.21%-5.4pp | 25.30%-12.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,041 | $2,159-5.5% | $3,420-40.3% | $2,551-20.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $729 | $6,336-88.5% | $12,016-93.9% | $7,234-89.9% |