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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 | $42,922 | $81,457-47.3% | $103,378-58.5% | $80,911-47.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 13.62% | 25.58%-12.0pp | 24.91%-11.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $2,381 | $3,107-23.4% | $3,870-38.5% | $2,756-13.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,641 | $6,717-75.6% | $8,401-80.5% | $6,935-76.3% |