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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 | $145,309 | $87,546+66.0% | $75,784+91.7% | $125,389+15.9% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.61% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $9,000 | $3,930+129.0% | $3,323+170.8% | $4,866+85.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $788 | $6,503-87.9% | $5,300-85.1% | $9,541-91.7% |