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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 | $79,335 | $117,895-32.7% | $102,460-22.6% | $145,897-45.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.74% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $63 | $5,736-98.9% | $5,056-98.8% | $6,689-99.1% |
| Admin fee / account holder | $850 | $13,353-93.6% | $9,460-91.0% | $13,390-93.7% |