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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 | $70,279 | $71,878-2.2% | $86,698-18.9% | $68,486+2.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.53% | 3.53%-6.1pp | 35.95%-38.5pp | -7.85%+5.3pp |
| Employer contribution / active EE | $7,813 | $2,173+259.5% | $2,837+175.4% | $2,597+200.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39,613 | $6,113+548.0% | $7,493+428.7% | $5,404+633.1% |