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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 | $10,651 | $100,970-89.5% | $96,576-89.0% | $137,256-92.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 16.00% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,421 | $8,286-82.9% | $7,956-82.1% | $6,407-77.8% |
| Admin fee / account holder | $641 | $11,312-94.3% | $11,381-94.4% | $12,270-94.8% |