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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 | $137,089 | $147,167-6.8% | $111,392+23.1% | $135,379+1.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 78.9%+14.0pp | 82.6%+10.2pp |
| Annual return | -6.32% | -4.44%-1.9pp | -2.06%-4.3pp | 519.79%-526.1pp |
| Employer contribution / active EE | $8,565 | $5,204+64.6% | $4,328+97.9% | $4,779+79.2% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $799 | $20,270-96.1% | $12,266-93.5% | $10,828-92.6% |