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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 | $75,316 | $85,790-12.2% | $67,313+11.9% | $135,380-44.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.58% | -0.54%-6.0pp | -4.08%-2.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,710 | $3,487+6.4% | $2,566+44.6% | $4,779-22.4% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,909 | $6,392-23.2% | $4,507+8.9% | $10,828-54.7% |