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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 | $18,937 | $124,425-84.8% | $112,040-83.1% | $137,256-86.2% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,088 | $3,411-68.1% | $2,954-63.2% | $4,156-73.8% |
| Participant deferral / active EE | $1,745 | $5,718-69.5% | $5,098-65.8% | $6,407-72.8% |
| Admin fee / account holder | $687 | $15,207-95.5% | $12,098-94.3% | $12,270-94.4% |