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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 | $16,712 | $75,962-78.0% | $154,111-89.2% | $64,173-74.0% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -2.43% | 30.32%-32.8pp | 735.18%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,626 | $3,350-51.5% | $5,298-69.3% | $2,381-31.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,005 | $5,589-64.1% | $13,411-85.1% | $4,887-59.0% |