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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 | $57,184 | $48,235+18.6% | $68,803-16.9% | $68,490-16.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -12.60% | -12.70%+0.1pp | -6.37%-6.2pp | -7.85%-4.7pp |
| Employer contribution / active EE | $6,079 | $1,829+232.4% | $2,656+128.9% | $2,597+134.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,803 | $4,361-58.7% | $4,936-63.5% | $5,403-66.6% |