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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 | $91,632 | $140,592-34.8% | $123,105-25.6% | $125,389-26.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.18% | 16.80%-19.0pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,000 | $6,041+15.9% | $5,151+35.9% | $4,866+43.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,264 | $11,198-79.8% | $9,014-74.9% | $9,541-76.3% |