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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 | $173,047 | $167,533+3.3% | $151,645+14.1% | $134,545+28.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.27% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $11,670 | $6,828+70.9% | $6,165+89.3% | $4,742+146.1% |
| Participant deferral / active EE | $249 | $8,985-97.2% | $8,363-97.0% | $6,401-96.1% |
| Admin fee / account holder | $5,177 | $13,781-62.4% | $11,614-55.4% | $11,431-54.7% |