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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 | $23,190 | $45,872-49.4% | $77,096-69.9% | $68,486-66.1% |
| Participation rate | 97.2% | 55.9%+41.3pp | 67.9%+29.3pp | 67.9%+29.3pp |
| Annual return | -16.46% | 1.73%-18.2pp | 42.35%-58.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,194 | $1,650+33.0% | $2,814-22.0% | $2,597-15.5% |
| Participant deferral / active EE | $587 | $2,963-80.2% | $4,429-86.7% | $4,028-85.4% |
| Admin fee / account holder | $1,707 | $3,041-43.9% | $5,428-68.6% | $5,404-68.4% |