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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 | $35,572 | $138,312-74.3% | $122,979-71.1% | $155,188-77.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.19% | 22.06%-9.9pp | 20.12%-7.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,108 | $5,592-80.2% | $5,003-77.8% | $6,531-83.0% |
| Admin fee / account holder | $2,948 | $15,089-80.5% | $12,864-77.1% | $14,480-79.6% |