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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 | $153,135 | $134,001+14.3% | $112,258+36.4% | $134,509+13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.47% | 47.15%-48.6pp | 27.47%-28.9pp | 418.13%-419.6pp |
| Employer contribution / active EE | $5,000 | $4,039+23.8% | $3,636+37.5% | $4,741+5.5% |
| Participant deferral / active EE | $1,080 | $5,291-79.6% | $4,728-77.2% | $6,400-83.1% |
| Admin fee / account holder | $681 | $7,491-90.9% | $6,411-89.4% | $11,427-94.0% |