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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 | $46,005 | $45,872+0.3% | $77,096-40.3% | $68,486-32.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.45% | 1.73%-15.2pp | 42.35%-55.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $10,176 | $1,650+516.9% | $2,814+261.6% | $2,597+291.9% |
| Participant deferral / active EE | $255 | $2,963-91.4% | $4,429-94.2% | $4,028-93.7% |
| Admin fee / account holder | $8,977 | $3,041+195.2% | $5,428+65.4% | $5,404+66.1% |