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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 | $91,361 | $30,732+197.3% | $59,496+53.6% | $59,633+53.2% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -1.31% | 4.47%-5.8pp | 182.05%-183.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,688 | $631+643.2% | $1,153+306.6% | $2,203+112.8% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,231 | $2,136-42.4% | $2,232-44.8% | $4,297-71.3% |