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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 | $54,328 | $71,873-24.4% | $86,698-37.3% | $68,490-20.7% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -15.86% | 3.54%-19.4pp | 35.96%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $552 | $3,779-85.4% | $4,656-88.1% | $4,028-86.3% |
| Admin fee / account holder | $1,916 | $6,110-68.6% | $7,492-74.4% | $5,403-64.5% |