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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 | $39,396 | $61,660-36.1% | $80,022-50.8% | $64,173-38.6% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.8%+21.9pp | 69.6%+28.2pp |
| Annual return | -0.26% | -0.33%+0.1pp | 11.22%-11.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $989 | $1,810-45.4% | $2,468-59.9% | $2,381-58.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,423 | $5,417-55.3% | $6,521-62.8% | $4,887-50.4% |