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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 | $221,806 | $105,867+109.5% | $90,760+144.4% | $134,532+64.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.10% | -10.99%+8.9pp | -12.16%+10.1pp | 418.27%-420.4pp |
| Employer contribution / active EE | $9,231 | $3,464+166.5% | $2,922+215.9% | $4,741+94.7% |
| Participant deferral / active EE | $696 | $5,217-86.7% | $4,565-84.8% | $6,401-89.1% |
| Admin fee / account holder | $2,562 | $13,936-81.6% | $8,444-69.7% | $11,429-77.6% |