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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 | $51,005 | $138,102-63.1% | $125,381-59.3% | $134,532-62.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.99% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,031 | $5,245-80.4% | $4,815-78.6% | $4,741-78.3% |
| Participant deferral / active EE | $1,325 | $7,801-83.0% | $7,448-82.2% | $6,401-79.3% |
| Admin fee / account holder | $5,651 | $11,568-51.2% | $10,007-43.5% | $11,429-50.6% |