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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 | $48,573 | $64,719-24.9% | $112,249-56.7% | $68,486-29.1% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.2pp |
| Annual return | -13.04% | -11.40%-1.6pp | 27.48%-40.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,305 | $2,747-52.5% | $3,636-64.1% | $2,597-49.7% |
| Participant deferral / active EE | $831 | $3,565-76.7% | $4,729-82.4% | $4,028-79.4% |
| Admin fee / account holder | $12,807 | $5,232+144.8% | $6,412+99.7% | $5,404+137.0% |