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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 | $145,674 | $167,352-13.0% | $143,788+1.3% | $134,509+8.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.15% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.3pp |
| Employer contribution / active EE | $1,582 | $5,620-71.9% | $4,952-68.1% | $4,741-66.6% |
| Participant deferral / active EE | $1,844 | $6,447-71.4% | $5,638-67.3% | $6,400-71.2% |
| Admin fee / account holder | $1,013 | $18,091-94.4% | $14,675-93.1% | $11,427-91.1% |