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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 | $35,412 | $54,380-34.9% | $68,509-48.3% | $59,633-40.6% |
| Participation rate | 97.6% | 70.2%+27.4pp | 74.7%+22.9pp | 68.7%+28.9pp |
| Annual return | 21.12% | 2.83%+18.3pp | 8.27%+12.9pp | 2041.45%-2020.3pp |
| Employer contribution / active EE | $1,786 | $1,539+16.1% | $2,278-21.6% | $2,203-18.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,321 | $3,885-40.3% | $5,275-56.0% | $4,297-46.0% |