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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 | $78,182 | $52,678+48.4% | $75,784+3.2% | $59,633+31.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.69% | 2.95%-5.6pp | 9.68%-12.4pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $11,520 | $2,193+425.2% | $3,323+246.6% | $2,203+423.0% |
| Participant deferral / active EE | $114 | $2,591-95.6% | $3,652-96.9% | $3,192-96.4% |
| Admin fee / account holder | $7,309 | $3,610+102.5% | $5,300+37.9% | $4,297+70.1% |