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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 | $32,962 | $95,453-65.5% | $112,040-70.6% | $82,448-60.0% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 12.38% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,407 | $4,224-66.7% | $5,098-72.4% | $4,139-66.0% |
| Admin fee / account holder | $16,936 | $9,013+87.9% | $12,098+40.0% | $7,234+134.1% |