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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 | $61,755-63.1% | $97,161-76.5% | $80,911-71.8% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.6%+24.9pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.36%-75.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $4,569 | $1,835+149.0% | $2,723+67.8% | $2,756+65.8% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,523 | $5,166-31.8% | $5,647-37.6% | $6,935-49.2% |