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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 | $118,076 | $105,866+11.5% | $90,766+30.1% | $134,545-12.2% |
| Participation rate | 90.5% | 78.3%+12.2pp | 75.7%+14.8pp | 81.2%+9.2pp |
| Annual return | -2.48% | -10.99%+8.5pp | -12.16%+9.7pp | 418.37%-420.9pp |
| Employer contribution / active EE | $2,381 | $3,464-31.3% | $2,922-18.5% | $4,742-49.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,805 | $13,938-72.7% | $8,446-54.9% | $11,431-66.7% |