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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 | $93,560 | $97,881-4.4% | $80,004+16.9% | $125,389-25.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.40% | 9.36%-9.8pp | 7.63%-8.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $7,333 | $3,128+134.5% | $2,473+196.6% | $4,866+50.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,796 | $6,278-39.5% | $5,033-24.6% | $9,541-60.2% |