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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 | $27,299 | $48,050-43.2% | $85,969-68.2% | $59,633-54.2% |
| Participation rate | 97.1% | 64.5%+32.6pp | 76.5%+20.5pp | 68.7%+28.4pp |
| Annual return | -0.29% | 0.29%-0.6pp | 9.32%-9.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,338 | $1,640-18.4% | $3,474-61.5% | $2,203-39.3% |
| Participant deferral / active EE | $713 | $2,249-68.3% | $3,829-81.4% | $3,192-77.7% |
| Admin fee / account holder | $412 | $3,206-87.2% | $6,053-93.2% | $4,297-90.4% |