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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 | $22,800 | $61,787-63.1% | $97,197-76.5% | $80,925-71.8% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.7%+24.9pp |
| Annual return | 0.00% | -558.16%+558.2pp | 75.47%-75.5pp | 35.65%-35.6pp |
| Employer contribution / active EE | $4,569 | $1,836+148.8% | $2,723+67.8% | $2,756+65.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,523 | $5,170-31.9% | $5,637-37.5% | $6,940-49.2% |