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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 | $71,208+17.5% | $93,681-10.6% | $80,911+3.5% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.47%-133.5pp | 35.63%-35.6pp |
| Employer contribution / active EE | $15,352 | $1,564+881.3% | $2,422+533.8% | $2,756+457.1% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,102 | $6,951-55.4% | $8,290-62.6% | $6,935-55.3% |