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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 | $85,110 | $95,895-11.2% | $79,576+7.0% | $134,509-36.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.14% | -2.72%-17.4pp | 0.15%-20.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,917 | $3,128-6.8% | $2,413+20.9% | $4,741-38.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,660 | $9,129-59.9% | $6,834-46.4% | $11,427-68.0% |