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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 | $87,830 | $42,383+107.2% | $76,523+14.8% | $64,181+36.8% |
| Participation rate | 90.7% | 58.1%+32.5pp | 68.0%+22.7pp | 69.6%+21.1pp |
| Annual return | -3.52% | -16.54%+13.0pp | -0.27%-3.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,000 | $1,563+283.8% | $2,647+126.7% | $2,381+152.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,989 | $3,198+56.0% | $4,848+2.9% | $4,887+2.1% |