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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 | $102,245+55.9% | $89,340+78.4% | $137,256+16.1% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 18.01% | 21.89%-3.9pp | 20.57%-2.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $530 | $4,436-88.1% | $3,823-86.1% | $6,407-91.7% |
| Admin fee / account holder | $4,214 | $8,085-47.9% | $6,704-37.1% | $12,270-65.7% |