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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 | $216,877 | $82,324+163.4% | $68,803+215.2% | $134,545+61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.60% | -2.17%-13.4pp | -6.37%-9.2pp | 418.37%-434.0pp |
| Employer contribution / active EE | $23,521 | $3,302+612.4% | $2,656+785.6% | $4,742+396.1% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,552 | $6,485-60.6% | $4,936-48.3% | $11,431-77.7% |