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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 | $79,783 | $136,307-41.5% | $106,619-25.2% | $273,972-70.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.03% | 11.05%-8.0pp | 9.42%-6.4pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,846 | $5,190-25.9% | $3,947-2.5% | $4,869-21.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,007 | $8,625-76.7% | $6,418-68.7% | $10,133-80.2% |