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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 | $34,196 | $73,839-53.7% | $143,788-76.2% | $68,495-50.1% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -9.18% | 1.01%-10.2pp | -0.03%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $4,133 | $3,184+29.8% | $4,952-16.5% | $2,596+59.2% |
| Participant deferral / active EE | $798 | $3,384-76.4% | $5,638-85.8% | $4,028-80.2% |
| Admin fee / account holder | $785 | $5,755-86.4% | $14,675-94.7% | $5,403-85.5% |