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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 | $15,485 | $73,839-79.0% | $143,788-89.2% | $68,495-77.4% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.03%-15.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $981 | $3,184-69.2% | $4,952-80.2% | $2,596-62.2% |
| Participant deferral / active EE | $710 | $3,384-79.0% | $5,638-87.4% | $4,028-82.4% |
| Admin fee / account holder | $1,257 | $5,755-78.2% | $14,675-91.4% | $5,403-76.7% |