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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 | $57,775 | $50,947+13.4% | $74,551-22.5% | $64,173-10.0% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | -5.72% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,500 | $1,115+213.8% | $1,961+78.5% | $2,381+47.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,834 | $4,221-9.2% | $5,059-24.2% | $4,887-21.5% |