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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 | $111,806 | $48,050+132.7% | $85,969+30.1% | $59,633+87.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.07% | 0.29%-0.2pp | 9.32%-9.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $10,280 | $1,640+527.0% | $3,474+195.9% | $2,203+366.7% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,267 | $3,206+95.5% | $6,053+3.5% | $4,297+45.9% |