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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 | $25,590 | $112,300-77.2% | $90,223-71.6% | $125,389-79.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.67% | -0.57%-1.1pp | 1.31%-3.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,341 | $6,733-80.1% | $5,792-76.8% | $5,352-74.9% |
| Admin fee / account holder | $5,890 | $10,990-46.4% | $7,406-20.5% | $9,541-38.3% |