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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 | $24,572 | $52,467-53.2% | $57,196-57.0% | $55,167-55.5% |
| Participation rate | 95.1% | 75.8%+19.3pp | 75.3%+19.8pp | 69.0%+26.1pp |
| Annual return | 5.26% | 7.72%-2.5pp | 14.59%-9.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,698 | $2,477-31.5% | $2,683-36.7% | $1,963-13.5% |
| Participant deferral / active EE | $725 | $2,830-74.4% | $3,096-76.6% | $3,054-76.3% |
| Admin fee / account holder | $536 | $269+99.1% | $3,141-82.9% | $504+6.3% |