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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 | $46,015 | $99,032-53.5% | $80,022-42.5% | $135,382-66.0% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -6.10% | 15.39%-21.5pp | 11.22%-17.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $6,667 | $3,043+119.1% | $2,468+170.1% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $496 | $10,436-95.3% | $6,521-92.4% | $10,829-95.4% |