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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 | $57,013 | $77,976-26.9% | $81,367-29.9% | $125,389-54.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -3.23% | -2.85%-0.4pp | -0.92%-2.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,273 | $4,366-47.9% | $3,930-42.2% | $4,866-53.3% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $790 | $12,476-93.7% | $8,926-91.1% | $9,541-91.7% |