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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 | $48,574 | $87,016-44.2% | $63,244-23.2% | $125,389-61.3% |
| Participation rate | 89.5% | 77.1%+12.4pp | 71.0%+18.4pp | 83.2%+6.3pp |
| Annual return | -2.51% | 21.71%-24.2pp | -70.31%+67.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,326 | $3,601-63.2% | $2,322-42.9% | $4,866-72.8% |
| Participant deferral / active EE | $535 | $3,939-86.4% | $2,953-81.9% | $5,352-90.0% |
| Admin fee / account holder | $1,717 | $11,954-85.6% | $5,893-70.9% | $9,541-82.0% |