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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 | $21,671 | $64,719-66.5% | $112,249-80.7% | $68,486-68.4% |
| Participation rate | 97.0% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.1pp |
| Annual return | -11.83% | -11.40%-0.4pp | 27.48%-39.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,194 | $2,747-56.5% | $3,636-67.2% | $2,597-54.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $501 | $5,232-90.4% | $6,412-92.2% | $5,404-90.7% |