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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 | $60,846 | $93,346-34.8% | $71,796-15.3% | $273,972-77.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.41% | 130.39%-123.0pp | 78.04%-70.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,190 | $2,733-56.4% | $1,924-38.1% | $4,869-75.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,860 | $6,571-71.7% | $4,815-61.4% | $10,133-81.6% |