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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 | $42,601 | $81,446-47.7% | $103,374-58.8% | $80,874-47.3% |
| Participation rate | 88.2% | 66.9%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 12.05% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $730 | $3,870-81.1% | $5,058-85.6% | $4,297-83.0% |
| Admin fee / account holder | $1,814 | $6,715-73.0% | $8,394-78.4% | $6,935-73.8% |