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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 | $43,296 | $71,873-39.8% | $86,698-50.1% | $68,490-36.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.21% | 3.54%-12.7pp | 35.96%-45.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $944 | $2,173-56.6% | $2,837-66.7% | $2,597-63.7% |
| Participant deferral / active EE | $1,335 | $3,779-64.7% | $4,656-71.3% | $4,028-66.9% |
| Admin fee / account holder | $1,683 | $6,110-72.5% | $7,492-77.5% | $5,403-68.9% |