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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 | $27,746 | $103,385-73.2% | $87,104-68.1% | $152,870-81.8% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 25.60% | 28.10%-2.5pp | 28.19%-2.6pp | 345.34%-319.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $515 | $4,778-89.2% | $4,049-87.3% | $5,850-91.2% |
| Admin fee / account holder | $3,065 | $12,192-74.9% | $7,490-59.1% | $11,597-73.6% |