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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 | $92,754 | $85,790+8.1% | $67,313+37.8% | $135,380-31.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.94% | -0.54%-5.4pp | -4.08%-1.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $15,870 | $3,487+355.1% | $2,566+518.6% | $4,779+232.1% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,101 | $6,392-51.5% | $4,507-31.2% | $10,828-71.4% |