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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 | $33,860 | $49,280-31.3% | $67,313-49.7% | $64,173-47.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.00% | -1.39%-3.6pp | -4.08%-0.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,430 | $1,668+285.4% | $2,566+150.6% | $2,381+170.1% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,730 | $3,863+74.2% | $4,507+49.3% | $4,887+37.7% |