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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 | $69,256 | $43,730+58.4% | $121,220-42.9% | $64,173+7.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.86% | 68.94%-71.8pp | 16.94%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,546 | $1,297+96.3% | $4,023-36.7% | $2,381+6.9% |
| Participant deferral / active EE | $334 | $2,281-85.4% | $3,345-90.0% | $3,470-90.4% |
| Admin fee / account holder | $1,877 | $3,502-46.4% | $5,021-62.6% | $4,887-61.6% |