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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 | $26,513 | $82,674-67.9% | $125,363-78.9% | $68,495-61.3% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.15%-588.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,613 | $3,382-52.3% | $4,815-66.5% | $2,596-37.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $377 | $6,276-94.0% | $10,005-96.2% | $5,403-93.0% |