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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 | $33,483 | $165,381-79.8% | $149,730-77.6% | $158,966-78.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.96% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $38 | $7,182-99.5% | $6,843-99.5% | $5,983-99.4% |
| Admin fee / account holder | $592 | $10,809-94.5% | $9,310-93.6% | $11,250-94.7% |