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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 | $29,124 | $138,076-78.9% | $123,553-76.4% | $135,380-78.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -1.14% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $2,314 | $5,152-55.1% | $4,628-50.0% | $4,779-51.6% |
| Participant deferral / active EE | $1,672 | $6,800-75.4% | $6,426-74.0% | $5,609-70.2% |
| Admin fee / account holder | $3,324 | $10,917-69.6% | $9,284-64.2% | $10,828-69.3% |