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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 | $40,517 | $54,357-25.5% | $82,706-51.0% | $68,495-40.8% |
| Participation rate | 80.8% | 63.9%+16.8pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -16.01% | -13.67%-2.3pp | 701.76%-717.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,314 | $2,218+49.4% | $3,007+10.2% | $2,596+27.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $315 | $4,396-92.8% | $5,329-94.1% | $5,403-94.2% |