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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 | $215,351 | $95,895+124.6% | $79,576+170.6% | $134,509+60.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.87% | -2.72%-14.2pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $13,355 | $3,128+326.9% | $2,413+453.4% | $4,741+181.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,246 | $9,129-75.4% | $6,834-67.1% | $11,427-80.3% |