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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 | $12,769 | $111,814-88.6% | $103,378-87.6% | $145,978-91.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.51% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,184 | $5,618-78.9% | $5,058-76.6% | $6,690-82.3% |
| Admin fee / account holder | $1,129 | $9,764-88.4% | $8,401-86.6% | $13,400-91.6% |