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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 | $108,879 | $99,032+9.9% | $80,022+36.1% | $135,380-19.6% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -5.63% | 15.39%-21.0pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $533 | $4,282-87.5% | $3,686-85.5% | $5,609-90.5% |
| Admin fee / account holder | $1,224 | $10,436-88.3% | $6,521-81.2% | $10,828-88.7% |