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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 | $14,922 | $48,274-69.1% | $63,244-76.4% | $59,633-75.0% |
| Participation rate | 93.5% | 66.3%+27.2pp | 71.0%+22.5pp | 68.7%+24.9pp |
| Annual return | -1.97% | -240.79%+238.8pp | -70.31%+68.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $636 | $1,586-59.9% | $2,322-72.6% | $2,203-71.1% |
| Participant deferral / active EE | $889 | $2,343-62.1% | $2,953-69.9% | $3,192-72.1% |
| Admin fee / account holder | $1,455 | $3,600-59.6% | $5,893-75.3% | $4,297-66.1% |