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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 | $100,468 | $184,014-45.4% | $161,149-37.7% | $138,895-27.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 11.96% | 21.52%-9.6pp | 21.16%-9.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,428 | $6,909-79.3% | $6,153-76.8% | $6,396-77.7% |
| Admin fee / account holder | $8,760 | $18,027-51.4% | $15,194-42.3% | $12,562-30.3% |