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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 | $110,090 | $95,915+14.8% | $79,580+38.3% | $134,532-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.55% | -2.71%-8.8pp | 0.15%-11.7pp | 418.27%-429.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $90 | $4,693-98.1% | $3,985-97.7% | $6,401-98.6% |
| Admin fee / account holder | $4,780 | $9,132-47.7% | $6,835-30.1% | $11,429-58.2% |