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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 | $20,768 | $90,606-77.1% | $79,466-73.9% | $135,379-84.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -8.06% | 977.69%-985.8pp | 718.28%-726.3pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,039 | $3,068-33.5% | $2,800-27.2% | $4,779-57.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,403 | $5,895-76.2% | $5,104-72.5% | $10,828-87.0% |