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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 | $117,859-46.2% | $102,438-38.1% | $145,959-56.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 20.69% | 31.72%-11.0pp | 29.37%-8.7pp | 561.95%-541.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $784 | $5,732-86.3% | $5,054-84.5% | $6,689-88.3% |
| Admin fee / account holder | $866 | $13,318-93.5% | $9,448-90.8% | $13,398-93.5% |