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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 | $97,765-83.5% | $103,486-84.4% | $145,884-88.9% |
| Participation rate | 72.2% | 81.1%-8.9pp | 80.5%-8.3pp | 80.3%-8.1pp |
| Annual return | 11.94% | 25.44%-13.5pp | 23.93%-12.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,400 | $6,606-78.8% | $6,628-78.9% | $6,690-79.1% |
| Admin fee / account holder | $1,610 | $12,505-87.1% | $9,354-82.8% | $13,392-88.0% |