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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 | $122,542 | $167,353-26.8% | $143,797-14.8% | $134,545-8.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.14% | 0.48%-0.3pp | -0.04%+0.2pp | 418.37%-418.2pp |
| Employer contribution / active EE | $1,418 | $5,620-74.8% | $4,952-71.4% | $4,742-70.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,037 | $18,096-77.7% | $14,679-72.5% | $11,431-64.7% |