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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 | $210,160 | $107,809+94.9% | $90,657+131.8% | $135,380+55.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.13% | -0.90%-5.2pp | 1.89%-8.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $4,348 | $3,018+44.1% | $2,532+71.7% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,855 | $5,931+369.7% | $4,994+457.7% | $10,828+157.2% |