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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 | $23,872 | $61,789-61.4% | $97,167-75.4% | $80,874-70.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 11.45% | -557.90%+569.4pp | 75.27%-63.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $5,177 | $1,837+181.9% | $2,729+89.7% | $2,756+87.9% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $504 | $5,168-90.3% | $5,650-91.1% | $6,935-92.7% |