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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 | $59,953 | $95,867-37.5% | $79,551-24.6% | $134,493-55.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.57% | -2.73%-16.8pp | 0.14%-19.7pp | 418.01%-437.6pp |
| Employer contribution / active EE | $9,944 | $3,128+218.0% | $2,413+312.1% | $4,740+109.8% |
| Participant deferral / active EE | $571 | $4,692-87.8% | $3,985-85.7% | $6,400-91.1% |
| Admin fee / account holder | $574 | $9,127-93.7% | $6,833-91.6% | $11,425-95.0% |