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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 | $30,480 | $45,050-32.3% | $63,018-51.6% | $70,126-56.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.95% | 18.76%-1.8pp | 87.62%-70.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,334 | $2,052+13.8% | $2,761-15.4% | $2,343-0.3% |
| Participant deferral / active EE | $678 | $2,466-72.5% | $3,330-79.6% | $3,332-79.7% |
| Admin fee / account holder | $764 | $2,834-73.0% | $3,601-78.8% | $4,645-83.6% |