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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 | $88,331 | $105,867-16.6% | $90,760-2.7% | $134,532-34.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.25% | -10.99%-6.3pp | -12.16%-5.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $5,085 | $3,464+46.8% | $2,922+74.1% | $4,741+7.3% |
| Participant deferral / active EE | $394 | $5,217-92.4% | $4,565-91.4% | $6,401-93.8% |
| Admin fee / account holder | $6,093 | $13,936-56.3% | $8,444-27.8% | $11,429-46.7% |