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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 | $68,375 | $167,362-59.1% | $143,799-52.5% | $134,532-49.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -5.86% | 0.47%-6.3pp | -0.04%-5.8pp | 418.27%-424.1pp |
| Employer contribution / active EE | $8,415 | $5,620+49.7% | $4,952+69.9% | $4,741+77.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,397 | $18,094-86.8% | $14,677-83.7% | $11,429-79.0% |