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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 | $30,763 | $67,606-54.5% | $82,313-62.6% | $70,131-56.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.25% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $353 | $2,987-88.2% | $3,706-90.5% | $3,332-89.4% |
| Admin fee / account holder | $1,765 | $4,512-60.9% | $5,608-68.5% | $4,645-62.0% |