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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 | $128,452 | $167,353-23.2% | $143,797-10.7% | $134,545-4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.13% | 0.48%-0.6pp | -0.04%-0.1pp | 418.37%-418.5pp |
| Employer contribution / active EE | $18,750 | $5,620+233.6% | $4,952+278.6% | $4,742+295.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,822 | $18,096-73.4% | $14,679-67.2% | $11,431-57.8% |