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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 | $67,587 | $167,352-59.6% | $143,788-53.0% | $134,509-49.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.03%-19.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,083 | $6,447-83.2% | $5,638-80.8% | $6,400-83.1% |
| Admin fee / account holder | $361 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |