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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 | $43,892 | $92,766-52.7% | $82,763-47.0% | $134,545-67.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -9.96% | 946.97%-956.9pp | 702.45%-712.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $2,263 | $3,273-30.9% | $3,008-24.8% | $4,742-52.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,206 | $5,978+3.8% | $5,325+16.5% | $11,431-45.7% |