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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 | $74,866 | $125,193-40.2% | $105,591-29.1% | $145,978-48.7% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 12.58% | 225.53%-212.9pp | 116.43%-103.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,539 | $5,708-73.0% | $5,008-69.3% | $6,690-77.0% |
| Admin fee / account holder | $422 | $17,277-97.6% | $11,024-96.2% | $13,400-96.9% |