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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 | $84,629 | $72,404+16.9% | $110,243-23.2% | $64,173+31.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.44% | -6.29%+4.8pp | 314.76%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,857 | $2,282+200.5% | $3,827+79.2% | $2,381+188.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,711 | $5,664+18.5% | $8,548-21.5% | $4,887+37.3% |