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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 | $145,152 | $209,336-30.7% | $197,124-26.4% | $137,256+5.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 31.08% | 48.09%-17.0pp | 44.34%-13.3pp | 220.34%-189.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,624 | $9,614-83.1% | $9,135-82.2% | $6,407-74.6% |
| Admin fee / account holder | $2,164 | $17,308-87.5% | $16,298-86.7% | $12,270-82.4% |