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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 | $61,223 | $129,959-52.9% | $104,301-41.3% | $134,532-54.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.35% | 42.04%-59.4pp | 24.61%-42.0pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,200 | $4,185+24.2% | $3,373+54.2% | $4,741+9.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,006 | $9,325-67.8% | $7,340-59.1% | $11,429-73.7% |