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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 | $85,816 | $77,816+10.3% | $123,552-30.5% | $64,173+33.7% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -2.59% | 12.49%-15.1pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $6,383 | $3,014+111.8% | $4,628+37.9% | $2,381+168.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,263 | $5,519-59.0% | $9,285-75.6% | $4,887-53.7% |