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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 | $171,171 | $131,835+29.8% | $108,582+57.6% | $273,972-37.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.20% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,615 | $4,913+75.4% | $3,758+129.2% | $4,869+76.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,667 | $10,253-35.0% | $7,645-12.8% | $10,133-34.2% |