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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 | $28,398 | $131,835-78.5% | $108,582-73.8% | $273,972-89.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,921 | $4,913+61.2% | $3,758+110.8% | $4,869+62.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,212 | $10,253-88.2% | $7,645-84.1% | $10,133-88.0% |