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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 | $54,917 | $64,729-15.2% | $112,263-51.1% | $68,490-19.8% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -8.92% | -11.40%+2.5pp | 27.49%-36.4pp | -7.85%-1.1pp |
| Employer contribution / active EE | $14,913 | $2,746+443.1% | $3,636+310.1% | $2,597+474.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,673 | $5,222-48.8% | $6,410-58.3% | $5,403-50.5% |