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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 | $51,153 | $75,962-32.7% | $154,108-66.8% | $64,173-20.3% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.8pp |
| Annual return | -6.97% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,574 | $3,350+36.6% | $5,298-13.7% | $2,381+92.1% |
| Participant deferral / active EE | $795 | $3,175-75.0% | $5,081-84.4% | $3,470-77.1% |
| Admin fee / account holder | $2,902 | $5,589-48.1% | $13,411-78.4% | $4,887-40.6% |