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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 | $90,627 | $64,729+40.0% | $112,263-19.3% | $68,490+32.3% |
| Participation rate | 74.1% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.2pp |
| Annual return | -5.27% | -11.40%+6.1pp | 27.49%-32.8pp | -7.85%+2.6pp |
| Employer contribution / active EE | $2,917 | $2,746+6.2% | $3,636-19.8% | $2,597+12.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,914 | $5,222+204.8% | $6,410+148.3% | $5,403+194.5% |