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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 | $28,836 | $54,355-46.9% | $82,744-65.2% | $68,486-57.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.28% | -13.67%-1.6pp | 702.22%-717.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $4,550 | $2,219+105.1% | $3,008+51.3% | $2,597+75.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,569 | $4,397-41.6% | $5,325-51.8% | $5,404-52.5% |