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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 | $42,991 | $73,019-41.1% | $90,766-52.6% | $68,490-37.2% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -14.85% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,348 | $2,193+98.3% | $2,922+48.8% | $2,597+67.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,442 | $5,897-41.6% | $8,446-59.2% | $5,403-36.3% |