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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 | $191,413 | $142,409+34.4% | $119,634+60.0% | $134,545+42.3% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -13.48% | -12.46%-1.0pp | -14.98%+1.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $3,125 | $5,224-40.2% | $4,232-26.2% | $4,742-34.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,299 | $13,594-68.4% | $10,329-58.4% | $11,431-62.4% |