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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 | $22,085 | $51,769-57.3% | $57,356-61.5% | $52,331-57.8% |
| Participation rate | 94.0% | 75.2%+18.8pp | 75.1%+18.9pp | 68.1%+25.9pp |
| Annual return | -0.55% | 2.43%-3.0pp | 24.41%-25.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,228 | $2,335-47.4% | $2,689-54.3% | $1,882-34.7% |
| Participant deferral / active EE | $597 | $2,794-78.6% | $3,162-81.1% | $3,022-80.3% |
| Admin fee / account holder | $1,564 | $295+430.6% | $3,357-53.4% | $592+164.4% |