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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 | $39,208 | $58,093-32.5% | $80,022-51.0% | $56,287-30.3% |
| Participation rate | 85.4% | 73.6%+11.8pp | 75.8%+9.6pp | 69.9%+15.6pp |
| Annual return | -6.60% | 34.63%-41.2pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,286 | $3,136-59.0% | $3,686-65.1% | $3,350-61.6% |
| Admin fee / account holder | $2,076 | $623+233.4% | $6,521-68.2% | $521+298.5% |