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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 | $48,478 | $81,870-40.8% | $119,634-59.5% | $68,490-29.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.15% | -23.82%+5.7pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $7,239 | $2,692+168.9% | $4,232+71.0% | $2,597+178.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,044 | $6,583-69.0% | $10,329-80.2% | $5,403-62.2% |