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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 | $24,569 | $48,078-48.9% | $78,676-68.8% | $62,881-60.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.41% | 31.36%-24.9pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,321 | $2,015+15.2% | $2,850-18.6% | $2,281+1.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,530 | $3,206-21.1% | $4,510-43.9% | $4,296-41.1% |