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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 | $136,826 | $142,358-3.9% | $119,615+14.4% | $134,493+1.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | -12.46%-1.5pp | -14.98%+1.0pp | 418.01%-432.0pp |
| Employer contribution / active EE | $4,500 | $5,223-13.8% | $4,232+6.3% | $4,740-5.1% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,892 | $13,585-41.9% | $10,324-23.6% | $11,425-30.9% |