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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 | $42,901 | $110,410-61.1% | $102,437-58.1% | $145,897-70.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 26.73% | 24.85%+1.9pp | 24.95%+1.8pp | 552.29%-525.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,379 | $5,622-75.5% | $5,060-72.8% | $6,689-79.4% |
| Admin fee / account holder | $2,572 | $9,745-73.6% | $8,388-69.3% | $13,390-80.8% |