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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 | $136,403 | $142,361-4.2% | $119,608+14.0% | $134,509+1.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.20% | -12.46%+1.3pp | -14.98%+3.8pp | 418.13%-429.3pp |
| Employer contribution / active EE | $5,000 | $5,224-4.3% | $4,232+18.1% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,292 | $13,588-90.5% | $10,326-87.5% | $11,427-88.7% |