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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 | $29,812 | $167,353-82.2% | $143,797-79.3% | $134,545-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,758 | $5,620-68.7% | $4,952-64.5% | $4,742-62.9% |
| Participant deferral / active EE | $375 | $6,447-94.2% | $5,638-93.3% | $6,401-94.1% |
| Admin fee / account holder | $1,371 | $18,096-92.4% | $14,679-90.7% | $11,431-88.0% |