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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 | $26,170 | $105,867-75.3% | $90,760-71.2% | $134,532-80.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -14.30% | -10.99%-3.3pp | -12.16%-2.1pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,389 | $3,464-59.9% | $2,922-52.5% | $4,741-70.7% |
| Participant deferral / active EE | $662 | $5,217-87.3% | $4,565-85.5% | $6,401-89.7% |
| Admin fee / account holder | $656 | $13,936-95.3% | $8,444-92.2% | $11,429-94.3% |