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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 | $26,255 | $73,848-64.4% | $143,799-81.7% | $68,486-61.7% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.3pp | 67.9%+12.7pp |
| Annual return | 4.10% | 0.91%+3.2pp | -0.04%+4.1pp | -7.85%+12.0pp |
| Employer contribution / active EE | $2,211 | $3,184-30.6% | $4,952-55.4% | $2,597-14.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $790 | $5,755-86.3% | $14,677-94.6% | $5,404-85.4% |