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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 | $28,724 | $69,518-58.7% | $59,887-52.0% | $135,379-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.79% | 7.95%-16.7pp | 3.46%-12.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,545 | $3,235-52.2% | $2,722-43.2% | $4,779-67.7% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,805 | $5,734+53.6% | $3,591+145.2% | $10,828-18.7% |