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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 | $22,763 | $99,053-77.0% | $88,179-74.2% | $138,895-83.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 10.62% | 78.17%-67.5pp | 64.97%-54.3pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $663 | $5,225-87.3% | $4,614-85.6% | $6,396-89.6% |
| Admin fee / account holder | $11,832 | $8,748+35.2% | $7,673+54.2% | $12,562-5.8% |