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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 | $40,422 | $64,706-37.5% | $112,244-64.0% | $68,498-41.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 6.81% | -11.40%+18.2pp | 27.46%-20.7pp | -7.84%+14.7pp |
| Employer contribution / active EE | $6,082 | $2,746+121.5% | $3,635+67.3% | $2,596+134.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,016 | $5,231-80.6% | $6,411-84.2% | $5,403-81.2% |