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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 | $52,140 | $116,203-55.1% | $93,621-44.3% | $152,909-65.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 16.71% | 35.96%-19.3pp | 32.76%-16.1pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $605 | $4,605-86.9% | $4,070-85.1% | $5,851-89.7% |
| Admin fee / account holder | $1,768 | $10,751-83.6% | $7,890-77.6% | $11,601-84.8% |