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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 | $80,003 | $87,546-8.6% | $75,784+5.6% | $125,389-36.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.77% | 13.49%-14.3pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $4,133 | $3,930+5.2% | $3,323+24.4% | $4,866-15.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,964 | $6,503-69.8% | $5,300-62.9% | $9,541-79.4% |