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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 | $22,715 | $87,546-74.1% | $75,784-70.0% | $125,389-81.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.67% | 13.49%-17.2pp | 9.68%-13.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,054 | $3,930-73.2% | $3,323-68.3% | $4,866-78.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,019 | $6,503-68.9% | $5,300-61.9% | $9,541-78.8% |