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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 | $84,508 | $46,697+81.0% | $117,533-28.1% | $68,486+23.4% |
| Participation rate | 94.6% | 56.8%+37.8pp | 70.6%+24.0pp | 67.9%+26.7pp |
| Annual return | -17.86% | -14.52%-3.3pp | 29.77%-47.6pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,414 | $1,506+126.8% | $4,179-18.3% | $2,597+31.5% |
| Participant deferral / active EE | $76 | $2,637-97.1% | $4,072-98.1% | $4,028-98.1% |
| Admin fee / account holder | $1,859 | $4,023-53.8% | $5,647-67.1% | $5,404-65.6% |