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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 | $61,644 | $49,177+25.4% | $79,467-22.4% | $64,173-3.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.91% | -1.16%-2.8pp | 718.30%-722.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,485 | $2,076+67.8% | $2,800+24.4% | $2,381+46.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $653 | $3,839-83.0% | $5,104-87.2% | $4,887-86.6% |