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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 | $24,868 | $75,962-67.3% | $154,108-83.9% | $64,173-61.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.62% | 30.32%-26.7pp | 735.21%-731.6pp | 7.63%-4.0pp |
| Employer contribution / active EE | $3,796 | $3,350+13.3% | $5,298-28.4% | $2,381+59.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,010 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |