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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 | $37,819 | $69,977-46.0% | $108,582-65.2% | $62,881-39.9% |
| Participation rate | 85.1% | 72.9%+12.2pp | 79.6%+5.5pp | 69.3%+15.8pp |
| Annual return | 5.53% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,702 | $2,135-20.3% | $3,758-54.7% | $2,281-25.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $442 | $5,076-91.3% | $7,645-94.2% | $4,296-89.7% |