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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 | $44,353 | $62,583-29.1% | $76,767-42.2% | $64,173-30.9% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | 11.47% | -1.95%+13.4pp | 2.43%+9.0pp | 7.63%+3.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,058 | $3,145-66.4% | $3,852-72.5% | $3,470-69.5% |
| Admin fee / account holder | $4,875 | $4,667+4.5% | $6,675-27.0% | $4,887-0.2% |