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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 | $81,476-47.7% | $102,383-58.4% | $80,925-47.4% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 12.05% | 25.59%-13.5pp | 24.94%-12.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $730 | $3,871-81.1% | $5,060-85.6% | $4,299-83.0% |
| Admin fee / account holder | $1,814 | $6,717-73.0% | $8,391-78.4% | $6,940-73.9% |