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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 | $140,474 | $129,959+8.1% | $104,301+34.7% | $134,532+4.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.67% | 42.04%-58.7pp | 24.61%-41.3pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,362 | $4,185-67.5% | $3,373-59.6% | $4,741-71.3% |
| Participant deferral / active EE | $531 | $5,589-90.5% | $4,626-88.5% | $6,401-91.7% |
| Admin fee / account holder | $12,293 | $9,325+31.8% | $7,340+67.5% | $11,429+7.6% |