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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 | $51,368 | $117,904-56.4% | $102,457-49.9% | $145,978-64.8% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 16.91% | 31.80%-14.9pp | 29.41%-12.5pp | 550.52%-533.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,198 | $5,733-79.1% | $5,054-76.3% | $6,690-82.1% |
| Admin fee / account holder | $3,614 | $13,329-72.9% | $9,451-61.8% | $13,400-73.0% |