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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 | $68,947 | $42,917+60.7% | $60,899+13.2% | $68,495+0.7% |
| Participation rate | 95.7% | 66.8%+28.9pp | 73.1%+22.5pp | 67.9%+27.8pp |
| Annual return | -13.45% | -13.99%+0.5pp | 16.92%-30.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,799 | $1,979+92.0% | $2,702+40.6% | $2,596+46.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,742 | $3,102+20.6% | $3,225+16.0% | $5,403-30.7% |