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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 | $158,107 | $53,546+195.3% | $69,890+126.2% | $68,490+130.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 8.63% | -13.87%+22.5pp | 190.84%-182.2pp | -7.85%+16.5pp |
| Employer contribution / active EE | $10,962 | $2,019+442.9% | $2,560+328.1% | $2,597+322.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,573 | $4,693+40.1% | $6,267+4.9% | $5,403+21.7% |