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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 | $212,227 | $107,809+96.9% | $90,657+134.1% | $135,380+56.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | -0.90%-6.5pp | 1.89%-9.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,750 | $3,018+24.3% | $2,532+48.1% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,293 | $5,931-78.2% | $4,994-74.1% | $10,828-88.1% |