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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 | $62,422 | $99,032-37.0% | $80,022-22.0% | $135,379-53.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.65% | 15.39%-19.0pp | 11.22%-14.9pp | 519.79%-523.4pp |
| Employer contribution / active EE | $7,000 | $3,043+130.0% | $2,468+183.6% | $4,779+46.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,901 | $10,436-72.2% | $6,521-55.5% | $10,828-73.2% |