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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 | $61,582 | $72,388-14.9% | $111,392-44.7% | $64,173-4.0% |
| Participation rate | 94.3% | 70.5%+23.8pp | 78.9%+15.5pp | 69.6%+24.8pp |
| Annual return | -3.92% | -1.50%-2.4pp | -2.06%-1.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,594 | $3,000+53.2% | $4,328+6.2% | $2,381+93.0% |
| Participant deferral / active EE | $593 | $4,241-86.0% | $5,567-89.3% | $3,470-82.9% |
| Admin fee / account holder | $4,446 | $5,719-22.3% | $12,266-63.8% | $4,887-9.0% |