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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 | $126,912 | $83,485+52.0% | $125,192+1.4% | $72,975+73.9% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 20.42% | 25.77%-5.4pp | 43.79%-23.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $942 | $3,586-73.7% | $4,937-80.9% | $3,608-73.9% |
| Admin fee / account holder | $2,600 | $5,518-52.9% | $9,704-73.2% | $5,124-49.3% |