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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 | $82,175 | $100,805-18.5% | $86,698-5.2% | $134,532-38.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.07% | 29.09%-29.0pp | 35.95%-35.9pp | 418.27%-418.2pp |
| Employer contribution / active EE | $13,636 | $3,490+290.7% | $2,837+380.7% | $4,741+187.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,001 | $10,925-81.7% | $7,493-73.3% | $11,429-82.5% |