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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 | $224,381 | $64,719+246.7% | $112,249+99.9% | $68,486+227.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.76% | -11.40%-3.4pp | 27.48%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $12,013 | $2,747+337.4% | $3,636+230.4% | $2,597+362.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,888 | $5,232+12.5% | $6,412-8.2% | $5,404+9.0% |