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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 | $63,386 | $117,895-46.2% | $102,460-38.1% | $145,897-56.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 20.69% | 31.92%-11.2pp | 29.47%-8.8pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $784 | $5,736-86.3% | $5,056-84.5% | $6,689-88.3% |
| Admin fee / account holder | $866 | $13,353-93.5% | $9,460-90.8% | $13,390-93.5% |