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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 | $226,149 | $53,162+325.4% | $91,227+147.9% | $68,490+230.2% |
| Participation rate | 95.2% | 63.2%+32.0pp | 73.2%+22.0pp | 67.9%+27.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $27,606 | $1,709+1515.0% | $2,851+868.2% | $2,597+963.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,004 | $4,493+233.9% | $5,423+176.7% | $5,403+177.7% |