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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 | $88,672 | $167,533-47.1% | $151,645-41.5% | $134,545-34.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.73% | 7.81%-25.5pp | 3.34%-21.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,680 | $6,828-60.8% | $6,165-56.5% | $4,742-43.5% |
| Participant deferral / active EE | $1,606 | $8,985-82.1% | $8,363-80.8% | $6,401-74.9% |
| Admin fee / account holder | $830 | $13,781-94.0% | $11,614-92.9% | $11,431-92.7% |