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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 | $86,400 | $92,219-6.3% | $76,767+12.5% | $135,380-36.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -5.93% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,105 | $4,508-75.5% | $3,852-71.3% | $5,609-80.3% |
| Admin fee / account holder | $839 | $10,749-92.2% | $6,675-87.4% | $10,828-92.3% |