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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 | $44,749 | $76,371-41.4% | $93,621-52.2% | $72,976-38.7% |
| Participation rate | 78.6% | 71.8%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 18.11% | 25.82%-7.7pp | 32.76%-14.6pp | 81.02%-62.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $391 | $3,538-88.9% | $4,070-90.4% | $3,608-89.2% |
| Admin fee / account holder | $2,335 | $6,839-65.9% | $7,890-70.4% | $5,124-54.4% |