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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 | $30,222 | $167,353-81.9% | $143,797-79.0% | $134,545-77.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -10.11% | 0.48%-10.6pp | -0.04%-10.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $2,000 | $5,620-64.4% | $4,952-59.6% | $4,742-57.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,186 | $18,096-93.4% | $14,679-91.9% | $11,431-89.6% |