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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 | $82,684 | $167,362-50.6% | $143,799-42.5% | $134,532-38.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -2.70% | 0.47%-3.2pp | -0.04%-2.7pp | 418.27%-421.0pp |
| Employer contribution / active EE | $2,751 | $5,620-51.1% | $4,952-44.5% | $4,741-42.0% |
| Participant deferral / active EE | $2,026 | $6,447-68.6% | $5,638-64.1% | $6,401-68.3% |
| Admin fee / account holder | $3,051 | $18,094-83.1% | $14,677-79.2% | $11,429-73.3% |