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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 | $52,698 | $100,805-47.7% | $86,698-39.2% | $134,532-60.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.17% | 29.09%-48.3pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $4,280 | $3,490+22.6% | $2,837+50.9% | $4,741-9.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $455 | $10,925-95.8% | $7,493-93.9% | $11,429-96.0% |