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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 | $29,755 | $96,558-69.2% | $80,977-63.3% | $273,972-89.1% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $800 | $4,869-83.6% | $3,715-78.5% | $4,869-83.6% |
| Participant deferral / active EE | $1,415 | $6,598-78.6% | $5,696-75.2% | $5,287-73.2% |
| Admin fee / account holder | $4,152 | $7,493-44.6% | $5,517-24.7% | $10,133-59.0% |