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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 | $41,086 | $59,819-31.3% | $79,583-48.4% | $68,490-40.0% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.5%+15.3pp | 67.9%+16.9pp |
| Annual return | -19.06% | -12.30%-6.8pp | 0.16%-19.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,704 | $1,505+278.9% | $2,414+136.3% | $2,597+119.7% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,646 | $4,835-3.9% | $6,835-32.0% | $5,403-14.0% |