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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 | $71,230+17.5% | $93,727-10.7% | $80,959+3.4% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.83%-133.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $15,352 | $1,565+880.8% | $2,421+534.0% | $2,757+456.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,102 | $6,961-55.4% | $8,292-62.6% | $6,925-55.2% |