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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 | $27,324 | $117,829-76.8% | $102,423-73.3% | $145,877-81.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.03% | 31.83%-19.8pp | 29.42%-17.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,596 | $5,732-72.2% | $5,054-68.4% | $6,691-76.1% |
| Admin fee / account holder | $562 | $13,335-95.8% | $9,455-94.1% | $13,402-95.8% |