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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 | $104,714 | $133,998-21.9% | $112,263-6.7% | $134,545-22.2% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -16.38% | 47.17%-63.5pp | 27.49%-43.9pp | 418.37%-434.7pp |
| Employer contribution / active EE | $8,426 | $4,040+108.6% | $3,636+131.7% | $4,742+77.7% |
| Participant deferral / active EE | -$1,045 | $5,292-119.7% | $4,729-122.1% | $6,401-116.3% |
| Admin fee / account holder | $7,401 | $7,493-1.2% | $6,410+15.5% | $11,431-35.3% |