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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 | $136,332 | $73,863+84.6% | $143,797-5.2% | $68,490+99.1% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -14.54% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,534 | $3,185+136.6% | $4,952+52.1% | $2,597+190.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $579 | $5,756-89.9% | $14,679-96.1% | $5,403-89.3% |