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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 | $41,833 | $67,411-37.9% | $91,004-54.0% | $70,126-40.3% |
| Participation rate | 70.2% | 71.4%-1.2pp | 75.6%-5.4pp | 69.5%+0.7pp |
| Annual return | 15.97% | -40.16%+56.1pp | 4.60%+11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $380 | $1,786-78.7% | $2,456-84.5% | $2,343-83.8% |
| Participant deferral / active EE | $1,191 | $2,823-57.8% | $3,548-66.4% | $3,332-64.3% |
| Admin fee / account holder | $5,063 | $4,236+19.5% | $5,417-6.5% | $4,645+9.0% |