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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 | $106,616 | $86,298+23.5% | $111,308-4.2% | $85,847+24.2% |
| Participation rate | 75.4% | 73.3%+2.1pp | 77.3%-1.9pp | 69.3%+6.1pp |
| Annual return | 17.43% | 19.99%-2.6pp | 54.67%-37.2pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,243 | $3,641-65.9% | $4,487-72.3% | $3,952-68.6% |
| Admin fee / account holder | $967 | $8,189-88.2% | $7,965-87.9% | $6,261-84.6% |