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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 | $94,400 | $72,404+30.4% | $110,243-14.4% | $64,173+47.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.49% | -6.29%+2.8pp | 314.76%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $13,132 | $2,282+475.6% | $3,827+243.2% | $2,381+451.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,838 | $5,664-49.9% | $8,548-66.8% | $4,887-41.9% |