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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 | $86,456 | $167,522-48.4% | $151,639-43.0% | $134,532-35.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.12% | 7.81%-21.9pp | 3.34%-17.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $8,238 | $6,828+20.7% | $6,165+33.6% | $4,741+73.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,156 | $13,780-62.6% | $11,613-55.6% | $11,429-54.9% |