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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 | $33,563 | $211,946-84.2% | $169,452-80.2% | $135,380-75.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 3.26%-9.6pp | 1.83%-8.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $19,455 | $5,117+280.2% | $4,157+368.0% | $4,779+307.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,815 | $11,472-84.2% | $9,110-80.1% | $10,828-83.2% |