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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 | $28,468 | $64,719-56.0% | $112,249-74.6% | $68,486-58.4% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -11.64% | -11.40%-0.2pp | 27.48%-39.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $12,682 | $2,747+361.7% | $3,636+248.8% | $2,597+388.4% |
| Participant deferral / active EE | $1,208 | $3,565-66.1% | $4,729-74.5% | $4,028-70.0% |
| Admin fee / account holder | $9,795 | $5,232+87.2% | $6,412+52.8% | $5,404+81.3% |