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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 | $41,013 | $56,197-27.0% | $67,652-39.4% | $59,633-31.2% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | -1.67% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,142 | $1,615+32.7% | $2,266-5.4% | $2,203-2.7% |
| Participant deferral / active EE | $952 | $2,844-66.5% | $3,560-73.3% | $3,192-70.2% |
| Admin fee / account holder | $3,817 | $3,958-3.6% | $4,821-20.8% | $4,297-11.2% |