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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 | $61,044 | $142,361-57.1% | $119,608-49.0% | $134,509-54.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | -12.46%-5.7pp | -14.98%-3.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,094 | $5,224-79.1% | $4,232-74.2% | $4,741-76.9% |
| Participant deferral / active EE | $281 | $6,468-95.7% | $5,601-95.0% | $6,400-95.6% |
| Admin fee / account holder | $1,204 | $13,588-91.1% | $10,326-88.3% | $11,427-89.5% |