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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 | $31,347 | $182,442-82.8% | $163,379-80.8% | $138,895-77.4% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 15.16% | 72.74%-57.6pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,029 | $6,817-84.9% | $6,282-83.6% | $6,396-83.9% |
| Admin fee / account holder | $409 | $10,396-96.1% | $9,818-95.8% | $12,562-96.7% |