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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 | $115,976 | $95,915+20.9% | $79,580+45.7% | $134,532-13.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -14.09% | -2.71%-11.4pp | 0.15%-14.2pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,308 | $3,129-26.2% | $2,413-4.4% | $4,741-51.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,711 | $9,132-70.3% | $6,835-60.3% | $11,429-76.3% |