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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 | $103,628 | $142,409-27.2% | $119,634-13.4% | $134,545-23.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.91% | -12.46%-2.5pp | -14.98%+0.1pp | 418.37%-433.3pp |
| Employer contribution / active EE | $27,778 | $5,224+431.7% | $4,232+556.3% | $4,742+485.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,894 | $13,594+16.9% | $10,329+53.9% | $11,431+39.0% |