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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 | $76,199 | $81,870-6.9% | $119,622-36.3% | $68,486+11.3% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | 3.58% | -23.82%+27.4pp | -14.98%+18.6pp | -7.85%+11.4pp |
| Employer contribution / active EE | $964 | $2,692-64.2% | $4,232-77.2% | $2,597-62.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,431 | $6,583-78.3% | $10,328-86.1% | $5,404-73.5% |