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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 | $73,623 | $176,794-58.4% | $146,647-49.8% | $167,553-56.1% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 13.90% | 24.04%-10.1pp | 22.75%-8.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,713 | $6,440-73.4% | $5,506-68.9% | $6,343-73.0% |
| Admin fee / account holder | $309 | $13,262-97.7% | $10,281-97.0% | $12,316-97.5% |