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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 | $83,705 | $71,197+17.6% | $93,669-10.6% | $80,925+3.4% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $15,352 | $1,565+881.2% | $2,424+533.4% | $2,756+457.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,102 | $6,959-55.4% | $8,291-62.6% | $6,940-55.3% |