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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 | $34,369 | $131,835-73.9% | $108,582-68.3% | $273,972-87.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 7.59% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,212 | $4,913-75.3% | $3,758-67.8% | $4,869-75.1% |
| Participant deferral / active EE | $1,396 | $5,127-72.8% | $4,311-67.6% | $5,287-73.6% |
| Admin fee / account holder | $680 | $10,253-93.4% | $7,645-91.1% | $10,133-93.3% |