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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 | $93,133 | $50,947+82.8% | $74,549+24.9% | $64,173+45.1% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.1%+24.5pp | 69.6%+24.0pp |
| Annual return | -3.83% | -1.85%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $8,264 | $1,115+640.9% | $1,961+321.4% | $2,381+247.1% |
| Participant deferral / active EE | $1,007 | $2,302-56.3% | $3,108-67.6% | $3,470-71.0% |
| Admin fee / account holder | $4,792 | $4,221+13.5% | $5,059-5.3% | $4,887-2.0% |