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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 | $31,149 | $82,032-62.0% | $123,106-74.7% | $59,633-47.8% |
| Participation rate | 97.0% | 83.2%+13.8pp | 86.8%+10.2pp | 68.7%+28.3pp |
| Annual return | -0.05% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,375 | $3,297-58.3% | $5,151-73.3% | $2,203-37.6% |
| Participant deferral / active EE | $1,685 | $4,667-63.9% | $6,229-73.0% | $3,192-47.2% |
| Admin fee / account holder | $835 | $5,881-85.8% | $9,015-90.7% | $4,297-80.6% |