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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 | $28,261 | $99,345-71.6% | $84,753-66.7% | $273,972-89.7% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 2.23% | 22.93%-20.7pp | 22.78%-20.6pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,250 | $4,214-70.3% | $3,574-65.0% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $448 | $6,645-93.3% | $5,333-91.6% | $10,133-95.6% |