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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 | $53,950 | $113,941-52.7% | $94,229-42.7% | $125,389-57.0% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -2.72% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $4,945 | $4,727+4.6% | $3,587+37.9% | $4,866+1.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $565 | $8,392-93.3% | $6,269-91.0% | $9,541-94.1% |