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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 | $86,401 | $133,981-35.5% | $112,249-23.0% | $134,532-35.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.95% | 47.16%-63.1pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,455 | $4,040+35.0% | $3,636+50.0% | $4,741+15.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,995 | $7,492-46.7% | $6,412-37.7% | $11,429-65.0% |