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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 | $84,236 | $176,786-52.4% | $146,643-42.6% | $167,536-49.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.85% | 24.04%-11.2pp | 22.75%-9.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,775 | $5,161-26.9% | $4,137-8.7% | $4,839-22.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,348 | $13,262-59.7% | $10,280-48.0% | $12,315-56.6% |