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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 | $43,965 | $138,072-68.2% | $123,549-64.4% | $135,382-67.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.69%-161.2pp | 119.20%-126.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $4,090 | $5,152-20.6% | $4,628-11.6% | $4,779-14.4% |
| Participant deferral / active EE | $986 | $6,799-85.5% | $6,426-84.7% | $5,609-82.4% |
| Admin fee / account holder | $3,537 | $10,917-67.6% | $9,284-61.9% | $10,829-67.3% |