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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 | $44,709 | $71,878-37.8% | $86,698-48.4% | $68,486-34.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.32% | 3.53%-9.9pp | 35.95%-42.3pp | -7.85%+1.5pp |
| Employer contribution / active EE | $6,976 | $2,173+221.0% | $2,837+145.9% | $2,597+168.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,050 | $6,113-66.5% | $7,493-72.6% | $5,404-62.1% |