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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 | $38,573 | $53,837-28.4% | $75,717-49.1% | $85,856-55.1% |
| Participation rate | 70.8% | 69.1%+1.8pp | 74.8%-4.0pp | 69.3%+1.5pp |
| Annual return | 23.14% | 24.54%-1.4pp | 104.58%-81.4pp | 318.58%-295.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $886 | $2,895-69.4% | $3,821-76.8% | $3,952-77.6% |
| Admin fee / account holder | $2,114 | $3,341-36.7% | $3,619-41.6% | $6,261-66.2% |