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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 | $16,148 | $97,751-83.5% | $103,447-84.4% | $145,877-88.9% |
| Participation rate | 72.2% | 81.1%-8.9pp | 80.5%-8.3pp | 80.3%-8.1pp |
| Annual return | 11.94% | 25.43%-13.5pp | 23.92%-12.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,400 | $6,603-78.8% | $6,624-78.9% | $6,691-79.1% |
| Admin fee / account holder | $1,610 | $12,515-87.1% | $9,415-82.9% | $13,402-88.0% |