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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 | $37,023 | $57,073-35.1% | $85,126-56.5% | $80,925-54.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 21.69%-21.7pp | 66.63%-66.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $13,290 | $1,801+638.1% | $2,731+386.6% | $2,756+382.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,677 | $4,988-6.2% | $6,160-24.1% | $6,940-32.6% |