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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 | $199,194 | $167,353+19.0% | $143,797+38.5% | $134,545+48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.22% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $1,944 | $5,620-65.4% | $4,952-60.7% | $4,742-59.0% |
| Participant deferral / active EE | $140 | $6,447-97.8% | $5,638-97.5% | $6,401-97.8% |
| Admin fee / account holder | $6,082 | $18,096-66.4% | $14,679-58.6% | $11,431-46.8% |