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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 | $82,573 | $107,806-23.4% | $90,655-8.9% | $135,382-39.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.40% | -0.90%-5.5pp | 1.89%-8.3pp | 519.77%-526.2pp |
| Employer contribution / active EE | $10,093 | $3,018+234.4% | $2,532+298.6% | $4,779+111.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $957 | $5,931-83.9% | $4,994-80.8% | $10,829-91.2% |