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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 | $43,054 | $45,566-5.5% | $64,105-32.8% | $59,633-27.8% |
| Participation rate | 98.2% | 60.2%+38.0pp | 68.2%+30.0pp | 68.7%+29.5pp |
| Annual return | -1.51% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $909 | $934-2.7% | $1,820-50.0% | $2,203-58.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $889 | $3,268-72.8% | $4,499-80.2% | $4,297-79.3% |