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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 | $216,787 | $92,219+135.1% | $76,768+182.4% | $135,379+60.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 5.46%-10.7pp | 2.43%-7.7pp | 519.79%-525.0pp |
| Employer contribution / active EE | $15,625 | $3,216+385.9% | $2,485+528.7% | $4,779+227.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,839 | $10,749-82.9% | $6,675-72.4% | $10,828-83.0% |