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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 | $13,249 | $42,909-69.1% | $60,906-78.2% | $68,486-80.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.44% | -13.99%-1.5pp | 16.94%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $557 | $1,979-71.9% | $2,703-79.4% | $2,597-78.6% |
| Participant deferral / active EE | $738 | $2,866-74.3% | $3,814-80.7% | $4,028-81.7% |
| Admin fee / account holder | $4,698 | $3,104+51.3% | $3,227+45.6% | $5,404-13.1% |