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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 | $44,741 | $85,094-47.4% | $76,327-41.4% | $145,884-69.3% |
| Participation rate | 83.3% | 82.9%+0.5pp | 79.2%+4.1pp | 80.3%+3.0pp |
| Annual return | 13.86% | 13.13%+0.7pp | 13.79%+0.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,704 | $5,261-29.6% | $4,584-19.2% | $4,662-20.6% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $446 | $5,773-92.3% | $5,139-91.3% | $13,392-96.7% |