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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 | $53,494 | $103,387-48.3% | $87,102-38.6% | $152,885-65.0% |
| Participation rate | 72.2% | 79.4%-7.1pp | 76.9%-4.6pp | 82.5%-10.2pp |
| Annual return | 19.92% | 28.10%-8.2pp | 28.19%-8.3pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,426 | $4,778-70.2% | $4,048-64.8% | $5,851-75.6% |
| Admin fee / account holder | $3,254 | $12,193-73.3% | $7,491-56.6% | $11,598-71.9% |