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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 | $65,135 | $45,566+42.9% | $64,105+1.6% | $59,633+9.2% |
| Participation rate | 86.6% | 60.2%+26.4pp | 68.2%+18.4pp | 68.7%+17.9pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $9,979 | $934+968.3% | $1,820+448.3% | $2,203+353.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,364 | $3,268-58.3% | $4,499-69.7% | $4,297-68.3% |