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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 | $20,472 | $82,674-75.2% | $125,363-83.7% | $68,495-70.1% |
| Participation rate | 76.1% | 75.0%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,970 | $3,382-41.7% | $4,815-59.1% | $2,596-24.1% |
| Participant deferral / active EE | $1,658 | $6,111-72.9% | $7,447-77.7% | $4,028-58.8% |
| Admin fee / account holder | $510 | $6,276-91.9% | $10,005-94.9% | $5,403-90.6% |