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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 | $36,626 | $88,583-58.7% | $88,497-58.6% | $273,972-86.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.86% | 5.68%-0.8pp | 7.63%-2.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,753 | $4,502-16.6% | $4,036-7.0% | $4,869-22.9% |
| Participant deferral / active EE | $733 | $4,891-85.0% | $4,899-85.0% | $5,287-86.1% |
| Admin fee / account holder | $414 | $8,980-95.4% | $6,220-93.3% | $10,133-95.9% |