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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 | $55,262 | $142,392-61.2% | $119,622-53.8% | $134,532-58.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | -12.46%-5.4pp | -14.98%-2.9pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,880 | $5,224-44.9% | $4,232-31.9% | $4,741-39.3% |
| Participant deferral / active EE | $1,846 | $6,467-71.5% | $5,601-67.0% | $6,401-71.2% |
| Admin fee / account holder | $417 | $13,593-96.9% | $10,328-96.0% | $11,429-96.4% |