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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 | $56,221 | $98,240-42.8% | $82,313-31.7% | $147,585-61.9% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 11.82% | 30.85%-19.0pp | 25.88%-14.1pp | 578.58%-566.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $917 | $4,383-79.1% | $3,706-75.3% | $5,439-83.1% |
| Admin fee / account holder | $5,094 | $8,563-40.5% | $5,608-9.2% | $10,886-53.2% |