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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 | $44,532 | $65,703-32.2% | $94,228-52.7% | $59,633-25.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.04% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,104 | $2,021+4.1% | $3,587-41.4% | $2,203-4.5% |
| Participant deferral / active EE | $1,190 | $3,143-62.1% | $4,320-72.4% | $3,192-62.7% |
| Admin fee / account holder | $4,505 | $4,264+5.7% | $6,269-28.1% | $4,297+4.8% |