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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 | $31,519 | $65,704-52.0% | $94,229-66.6% | $59,633-47.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.56% | 5.22%-6.8pp | 10.68%-12.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,112 | $2,021-44.9% | $3,587-69.0% | $2,203-49.5% |
| Participant deferral / active EE | $350 | $3,143-88.9% | $4,320-91.9% | $3,192-89.0% |
| Admin fee / account holder | $401 | $4,265-90.6% | $6,269-93.6% | $4,297-90.7% |