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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 | $40,407 | $72,404-44.2% | $110,243-63.3% | $64,173-37.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -2.90% | -6.29%+3.4pp | 314.76%-317.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,091 | $2,282-8.4% | $3,827-45.4% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $571 | $5,664-89.9% | $8,548-93.3% | $4,887-88.3% |