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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 | $48,100 | $85,790-43.9% | $67,313-28.5% | $135,380-64.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.13% | -0.54%-5.6pp | -4.08%-2.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,250 | $3,487-64.2% | $2,566-51.3% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,424 | $6,392-62.1% | $4,507-46.2% | $10,828-77.6% |