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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 | $144,218 | $83,908+71.9% | $68,509+110.5% | $125,389+15.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.92% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,329 | $3,031+174.8% | $2,278+265.6% | $4,866+71.2% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,158 | $8,982-53.7% | $5,275-21.2% | $9,541-56.4% |