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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 | $108,350 | $142,361-23.9% | $119,608-9.4% | $134,509-19.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | -12.46%-4.5pp | -14.98%-2.0pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,892 | $5,224-44.6% | $4,232-31.7% | $4,741-39.0% |
| Participant deferral / active EE | $1,759 | $6,468-72.8% | $5,601-68.6% | $6,400-72.5% |
| Admin fee / account holder | $950 | $13,588-93.0% | $10,326-90.8% | $11,427-91.7% |