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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 | $159,379 | $103,164+54.5% | $90,259+76.6% | $154,746+3.0% |
| Participation rate | 70.0% | 76.1%-6.1pp | 70.7%-0.7pp | 80.7%-10.7pp |
| Annual return | 18.01% | 19.25%-1.2pp | 18.88%-0.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $530 | $4,422-88.0% | $3,827-86.1% | $6,730-92.1% |
| Admin fee / account holder | $4,214 | $8,593-51.0% | $7,267-42.0% | $14,365-70.7% |