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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 | $57,822 | $71,872-19.5% | $86,691-33.3% | $68,495-15.6% |
| Participation rate | 72.3% | 72.2%+0.1pp | 76.6%-4.2pp | 67.9%+4.4pp |
| Annual return | -12.85% | 3.53%-16.4pp | 35.94%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,409 | $3,779-62.7% | $4,656-69.7% | $4,028-65.0% |
| Admin fee / account holder | $1,250 | $6,112-79.5% | $7,492-83.3% | $5,403-76.9% |