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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 | $71,984 | $94,031-23.4% | $115,768-37.8% | $82,448-12.7% |
| Participation rate | 71.0% | 70.4%+0.5pp | 74.4%-3.4pp | 68.1%+2.9pp |
| Annual return | 14.04% | 20.61%-6.6pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $612 | $3,972-84.6% | $4,917-87.5% | $4,139-85.2% |
| Admin fee / account holder | $694 | $10,249-93.2% | $12,439-94.4% | $7,234-90.4% |