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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 | $113,663 | $167,352-32.1% | $143,788-21.0% | $134,509-15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.02% | 0.47%-8.5pp | -0.03%-8.0pp | 418.13%-426.2pp |
| Employer contribution / active EE | $4,160 | $5,620-26.0% | $4,952-16.0% | $4,741-12.2% |
| Participant deferral / active EE | $382 | $6,447-94.1% | $5,638-93.2% | $6,400-94.0% |
| Admin fee / account holder | $413 | $18,091-97.7% | $14,675-97.2% | $11,427-96.4% |