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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 | $89,509 | $124,298-28.0% | $109,152-18.0% | $167,497-46.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.51% | 26.04%-12.5pp | 25.75%-12.2pp | 478.62%-465.1pp |
| Employer contribution / active EE | $3,214 | $4,208-23.6% | $3,722-13.6% | $4,838-33.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,327 | $7,971-70.8% | $6,753-65.5% | $12,310-81.1% |