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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 | $34,661 | $52,519-34.0% | $155,789-77.8% | $59,633-41.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.01% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,429 | $1,589+241.6% | $3,839+41.4% | $2,203+146.5% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,479 | $3,540-30.0% | $7,477-66.8% | $4,297-42.3% |