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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 | $74,178 | $108,882-31.9% | $96,754-23.3% | $154,746-52.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 15.70% | 98.39%-82.7pp | 82.04%-66.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $657 | $5,323-87.6% | $4,758-86.2% | $6,730-90.2% |
| Admin fee / account holder | $581 | $10,200-94.3% | $8,905-93.5% | $14,365-96.0% |