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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 | $28,428 | $45,872-38.0% | $77,096-63.1% | $68,486-58.5% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | -13.10% | 1.73%-14.8pp | 42.35%-55.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $553 | $2,963-81.3% | $4,429-87.5% | $4,028-86.3% |
| Admin fee / account holder | $1,632 | $3,041-46.3% | $5,428-69.9% | $5,404-69.8% |