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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 | $149,762 | $87,544+71.1% | $75,784+97.6% | $125,388+19.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.90% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $11,010 | $3,930+180.2% | $3,323+231.3% | $4,866+126.3% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,937 | $6,502-39.4% | $5,300-25.7% | $9,541-58.7% |