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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 | $63,205 | $131,835-52.1% | $108,582-41.8% | $273,972-76.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.48% | -91.57%+97.1pp | -51.70%+57.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $7,924 | $4,913+61.3% | $3,758+110.8% | $4,869+62.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,234 | $10,253-78.2% | $7,645-70.8% | $10,133-78.0% |