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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 | $77,728 | $82,678-6.0% | $125,391-38.0% | $68,490+13.5% |
| Participation rate | 95.8% | 75.1%+20.8pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -3.82% | -5.97%+2.1pp | 572.41%-576.2pp | -7.85%+4.0pp |
| Employer contribution / active EE | $8,852 | $3,382+161.7% | $4,816+83.8% | $2,597+240.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,684 | $6,277-57.2% | $10,009-73.2% | $5,403-50.3% |