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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 | $147,462 | $83,908+75.7% | $68,509+115.2% | $125,393+17.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.32% | 14.48%-16.8pp | 8.27%-10.6pp | 282.23%-284.6pp |
| Employer contribution / active EE | $5,467 | $3,031+80.4% | $2,278+140.0% | $4,866+12.3% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,603 | $8,982-71.0% | $5,275-50.6% | $9,541-72.7% |