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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 | $11,855 | $42,917-72.4% | $60,899-80.5% | $68,495-82.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.21% | -13.99%+0.8pp | 16.92%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,461 | $1,979-26.1% | $2,702-45.9% | $2,596-43.7% |
| Participant deferral / active EE | $424 | $2,867-85.2% | $3,817-88.9% | $4,028-89.5% |
| Admin fee / account holder | $522 | $3,102-83.2% | $3,225-83.8% | $5,403-90.3% |