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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 | $61,210 | $95,979-36.2% | $74,551-17.9% | $135,380-54.8% |
| Participation rate | 81.0% | 75.7%+5.3pp | 69.1%+11.8pp | 82.6%-1.7pp |
| Annual return | -6.63% | 56.97%-63.6pp | 32.53%-39.2pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,905 | $2,716-29.9% | $1,961-2.9% | $4,779-60.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,081 | $6,522-68.1% | $5,059-58.9% | $10,828-80.8% |