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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 | $52,108 | $60,119-13.3% | $90,430-42.4% | $79,858-34.7% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 12.89% | 71.94%-59.0pp | 1293.73%-1280.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $924 | $2,068-55.3% | $3,262-71.7% | $2,471-62.6% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $402 | $3,976-89.9% | $5,613-92.8% | $5,306-92.4% |