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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 | $41,119 | $73,787-44.3% | $98,716-58.3% | $82,448-50.1% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.3%+27.1pp | 68.1%+28.4pp |
| Annual return | 14.61% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,357 | $1,511+254.5% | $2,279+135.1% | $2,551+110.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $314 | $6,500-95.2% | $8,703-96.4% | $7,234-95.7% |