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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 | $73,167 | $165,381-55.8% | $149,730-51.1% | $158,966-54.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.38% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $40 | $7,182-99.4% | $6,843-99.4% | $5,983-99.3% |
| Admin fee / account holder | $3,630 | $10,809-66.4% | $9,310-61.0% | $11,250-67.7% |