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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 | $37,719 | $114,119-66.9% | $107,187-64.8% | $138,895-72.8% |
| Participation rate | 73.3% | 78.1%-4.7pp | 75.0%-1.7pp | 79.9%-6.6pp |
| Annual return | 19.38% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,063 | $5,538-80.8% | $5,096-79.1% | $6,396-83.4% |
| Admin fee / account holder | $1,995 | $10,024-80.1% | $9,162-78.2% | $12,562-84.1% |