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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 | $112,029 | $199,109-43.7% | $173,730-35.5% | $154,746-27.6% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 17.48% | 20.02%-2.5pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,190 | $7,113-69.2% | $6,326-65.4% | $6,730-67.5% |
| Admin fee / account holder | $7,382 | $20,916-64.7% | $17,523-57.9% | $14,365-48.6% |