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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 | $47,063 | $62,583-24.8% | $76,767-38.7% | $64,173-26.7% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -5.68% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,411 | $3,145-55.1% | $3,852-63.4% | $3,470-59.3% |
| Admin fee / account holder | $3,432 | $4,667-26.5% | $6,675-48.6% | $4,887-29.8% |