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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 | $43,432 | $110,083-60.5% | $151,645-71.4% | $68,490-36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -5.13% | -10.12%+5.0pp | 3.34%-8.5pp | -7.85%+2.7pp |
| Employer contribution / active EE | $1,738 | $4,470-61.1% | $6,165-71.8% | $2,597-33.1% |
| Participant deferral / active EE | $2,737 | $6,526-58.1% | $8,363-67.3% | $4,028-32.1% |
| Admin fee / account holder | $2,640 | $7,718-65.8% | $11,614-77.3% | $5,403-51.1% |