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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 | $26,528 | $64,729-59.0% | $112,263-76.4% | $68,490-61.3% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -18.54% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $7,854 | $2,746+186.0% | $3,636+116.0% | $2,597+202.5% |
| Participant deferral / active EE | $583 | $3,566-83.7% | $4,729-87.7% | $4,028-85.5% |
| Admin fee / account holder | $4,490 | $5,222-14.0% | $6,410-30.0% | $5,403-16.9% |