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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 | $146,351 | $142,358+2.8% | $119,615+22.4% | $134,493+8.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.11% | -12.46%+3.4pp | -14.98%+5.9pp | 418.01%-427.1pp |
| Employer contribution / active EE | $8,750 | $5,223+67.5% | $4,232+106.7% | $4,740+84.6% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,270 | $13,585-53.8% | $10,324-39.3% | $11,425-45.1% |