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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 | $24,214 | $54,370-55.5% | $82,763-70.7% | $68,490-64.6% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.8pp | 67.9%+23.5pp |
| Annual return | -14.41% | -13.67%-0.7pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,815 | $2,219+26.8% | $3,008-6.4% | $2,597+8.4% |
| Participant deferral / active EE | $595 | $3,247-81.7% | $4,395-86.5% | $4,028-85.2% |
| Admin fee / account holder | $903 | $4,398-79.5% | $5,325-83.0% | $5,403-83.3% |