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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 | $37,519 | $167,353-77.6% | $143,797-73.9% | $134,545-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.92% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,778 | $5,620-50.6% | $4,952-43.9% | $4,742-41.4% |
| Participant deferral / active EE | $1,331 | $6,447-79.4% | $5,638-76.4% | $6,401-79.2% |
| Admin fee / account holder | $739 | $18,096-95.9% | $14,679-95.0% | $11,431-93.5% |