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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 | $17,980 | $92,743-80.6% | $82,744-78.3% | $134,532-86.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -18.35% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,816 | $3,273-14.0% | $3,008-6.4% | $4,741-40.6% |
| Participant deferral / active EE | $856 | $4,802-82.2% | $4,395-80.5% | $6,401-86.6% |
| Admin fee / account holder | $5,379 | $5,977-10.0% | $5,325+1.0% | $11,429-52.9% |