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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 | $45,972 | $82,032-44.0% | $123,104-62.7% | $59,632-22.9% |
| Participation rate | 89.3% | 83.2%+6.1pp | 86.8%+2.5pp | 68.7%+20.6pp |
| Annual return | -1.20% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $263 | $4,667-94.4% | $6,230-95.8% | $3,192-91.8% |
| Admin fee / account holder | $631 | $5,881-89.3% | $9,015-93.0% | $4,297-85.3% |