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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 | $33,511 | $59,813-44.0% | $79,580-57.9% | $68,486-51.1% |
| Participation rate | 98.2% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -14.35% | -12.30%-2.1pp | 0.15%-14.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $673 | $1,505-55.3% | $2,413-72.1% | $2,597-74.1% |
| Participant deferral / active EE | $927 | $3,024-69.3% | $3,985-76.7% | $4,028-77.0% |
| Admin fee / account holder | $640 | $4,835-86.8% | $6,835-90.6% | $5,404-88.2% |