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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 | $142,409+2.8% | $119,634+22.3% | $134,545+8.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.11% | -12.46%+3.3pp | -14.98%+5.9pp | 418.37%-427.5pp |
| Employer contribution / active EE | $8,750 | $5,224+67.5% | $4,232+106.7% | $4,742+84.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,270 | $13,594-53.9% | $10,329-39.3% | $11,431-45.1% |