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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 | $95,264 | $105,861-10.0% | $90,756+5.0% | $134,509-29.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.79% | -10.99%-5.8pp | -12.16%-4.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $7,000 | $3,463+102.1% | $2,922+139.6% | $4,741+47.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,595 | $13,938-31.2% | $8,445+13.6% | $11,427-16.0% |