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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 | $25,850 | $52,678-50.9% | $75,784-65.9% | $59,633-56.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.80% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $5,151 | $2,193+134.8% | $3,323+55.0% | $2,203+133.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,321 | $3,610-63.4% | $5,300-75.1% | $4,297-69.3% |