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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 | $23,532 | $52,678-55.3% | $75,784-68.9% | $59,633-60.5% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.8%+18.1pp | 68.7%+25.2pp |
| Annual return | -2.06% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,555 | $2,193+153.2% | $3,323+67.1% | $2,203+152.2% |
| Participant deferral / active EE | $701 | $2,591-73.0% | $3,652-80.8% | $3,192-78.0% |
| Admin fee / account holder | $791 | $3,610-78.1% | $5,300-85.1% | $4,297-81.6% |