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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 | $44,893 | $56,339-20.3% | $104,299-57.0% | $68,490-34.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -16.89% | -9.19%-7.7pp | 24.62%-41.5pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,669 | $1,960+87.2% | $3,373+8.8% | $2,597+41.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,242 | $4,902-74.7% | $7,339-83.1% | $5,403-77.0% |