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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 | $43,702 | $77,817-43.8% | $123,553-64.6% | $64,173-31.9% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -1.88% | 12.49%-14.4pp | 119.21%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,041 | $3,014-32.3% | $4,628-55.9% | $2,381-14.3% |
| Participant deferral / active EE | $2,026 | $5,240-61.3% | $6,426-68.5% | $3,470-41.6% |
| Admin fee / account holder | $3,200 | $5,519-42.0% | $9,284-65.5% | $4,887-34.5% |