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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 | $99,658 | $138,312-27.9% | $122,979-19.0% | $155,188-35.8% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 12.60% | 22.06%-9.5pp | 20.12%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,044 | $5,592-81.3% | $5,003-79.1% | $6,531-84.0% |
| Admin fee / account holder | $17,061 | $15,089+13.1% | $12,864+32.6% | $14,480+17.8% |