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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 | $87,339 | $175,646-50.3% | $129,118-32.4% | $134,532-35.1% |
| Participation rate | 94.1% | 81.6%+12.6pp | 77.2%+16.9pp | 81.2%+12.9pp |
| Annual return | -13.70% | -11.39%-2.3pp | -10.94%-2.8pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,527 | $6,355-76.0% | $5,051-69.8% | $4,741-67.8% |
| Participant deferral / active EE | $1,901 | $7,970-76.1% | $6,539-70.9% | $6,401-70.3% |
| Admin fee / account holder | $882 | $23,578-96.3% | $14,305-93.8% | $11,429-92.3% |