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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 | $147,998 | $162,785-9.1% | $133,959+10.5% | $158,950-6.9% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 16.72% | 41.94%-25.2pp | 45.09%-28.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,076 | $5,910-81.8% | $5,047-78.7% | $5,983-82.0% |
| Admin fee / account holder | $5,935 | $11,738-49.4% | $8,928-33.5% | $11,248-47.2% |