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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 | $221,412 | $53,546+313.5% | $69,890+216.8% | $68,490+223.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.74% | -13.87%+1.1pp | 190.84%-203.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $6,755 | $2,019+234.6% | $2,560+163.8% | $2,597+160.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,397 | $4,693+78.9% | $6,267+34.0% | $5,403+55.4% |