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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 | $24,487 | $64,716-62.2% | $112,258-78.2% | $68,495-64.2% |
| Participation rate | 77.1% | 67.2%+10.0pp | 75.1%+2.1pp | 67.9%+9.3pp |
| Annual return | -18.37% | -11.40%-7.0pp | 27.47%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,549 | $2,746-43.6% | $3,636-57.4% | $2,596-40.3% |
| Participant deferral / active EE | $989 | $3,565-72.2% | $4,728-79.1% | $4,028-75.4% |
| Admin fee / account holder | $1,317 | $5,232-74.8% | $6,411-79.5% | $5,403-75.6% |