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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 | $178,940 | $95,915+86.6% | $79,580+124.9% | $134,532+33.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.32% | -2.71%-11.6pp | 0.15%-14.5pp | 418.27%-432.6pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,413+107.2% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $929 | $9,132-89.8% | $6,835-86.4% | $11,429-91.9% |