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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 | $87,410 | $43,338+101.7% | $59,887+46.0% | $64,173+36.2% |
| Participation rate | 94.1% | 69.2%+25.0pp | 74.7%+19.4pp | 69.6%+24.5pp |
| Annual return | -4.06% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,269 | $2,030+110.3% | $2,722+56.8% | $2,381+79.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,257 | $3,007+440.6% | $3,591+352.7% | $4,887+232.6% |