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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 | $53,609 | $27,632+94.0% | $61,399-12.7% | $68,495-21.7% |
| Participation rate | 94.1% | 39.5%+54.6pp | 52.6%+41.5pp | 67.9%+26.2pp |
| Annual return | -12.14% | -13.24%+1.1pp | 338.81%-351.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,412 | $696+534.0% | $1,159+280.5% | $2,596+69.9% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,124-100.0% | $4,028-100.0% |
| Admin fee / account holder | $54,460 | $2,010+2609.2% | $2,131+2455.8% | $5,403+907.9% |