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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 | $89,108 | $59,819+49.0% | $79,583+12.0% | $68,490+30.1% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.5%+28.1pp | 67.9%+29.7pp |
| Annual return | -9.11% | -12.30%+3.2pp | 0.16%-9.3pp | -7.85%-1.3pp |
| Employer contribution / active EE | $12,381 | $1,505+722.5% | $2,414+413.0% | $2,597+376.8% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,325 | $4,835-31.2% | $6,835-51.4% | $5,403-38.5% |