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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 | $30,131 | $138,114-78.2% | $125,391-76.0% | $134,545-77.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -15.92% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,363 | $5,246-74.0% | $4,816-71.7% | $4,742-71.3% |
| Participant deferral / active EE | $2,532 | $7,801-67.5% | $7,448-66.0% | $6,401-60.4% |
| Admin fee / account holder | $6,569 | $11,570-43.2% | $10,009-34.4% | $11,431-42.5% |