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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 | $9,247 | $88,585-89.6% | $69,884-86.8% | $134,532-93.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -2.28% | 442.80%-445.1pp | 190.81%-193.1pp | 418.27%-420.5pp |
| Employer contribution / active EE | $6,818 | $3,235+110.8% | $2,560+166.3% | $4,741+43.8% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $358 | $10,441-96.6% | $6,266-94.3% | $11,429-96.9% |