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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 | $113,062 | $167,353-32.4% | $143,797-21.4% | $134,545-16.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -10.49% | 0.48%-11.0pp | -0.04%-10.4pp | 418.37%-428.9pp |
| Employer contribution / active EE | $2,835 | $5,620-49.6% | $4,952-42.8% | $4,742-40.2% |
| Participant deferral / active EE | $1,976 | $6,447-69.4% | $5,638-65.0% | $6,401-69.1% |
| Admin fee / account holder | $6,898 | $18,096-61.9% | $14,679-53.0% | $11,431-39.7% |