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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 | $61,815-61.4% | $97,295-75.5% | $80,959-70.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 11.45% | -558.73%+570.2pp | 75.62%-64.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,177 | $1,836+181.9% | $2,723+90.1% | $2,757+87.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $504 | $5,166-90.3% | $5,646-91.1% | $6,925-92.7% |