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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 | $155,330 | $131,835+17.8% | $108,582+43.1% | $273,972-43.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,749 | $4,913-44.0% | $3,758-26.9% | $4,869-43.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,927 | $10,253+45.6% | $7,645+95.2% | $10,133+47.3% |