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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 | $125,030 | $92,219+35.6% | $76,767+62.9% | $135,380-7.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.50% | 5.46%-7.0pp | 2.43%-3.9pp | 519.81%-521.3pp |
| Employer contribution / active EE | $1,111 | $3,216-65.4% | $2,485-55.3% | $4,779-76.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,090 | $10,749+133.4% | $6,675+275.9% | $10,828+131.7% |