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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 | $52,593 | $54,380-3.3% | $68,509-23.2% | $59,633-11.8% |
| Participation rate | 80.6% | 70.2%+10.5pp | 74.7%+5.9pp | 68.7%+12.0pp |
| Annual return | -1.56% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $950 | $1,539-38.3% | $2,278-58.3% | $2,203-56.9% |
| Participant deferral / active EE | $837 | $2,643-68.3% | $3,382-75.3% | $3,192-73.8% |
| Admin fee / account holder | $1,824 | $3,885-53.1% | $5,275-65.4% | $4,297-57.6% |