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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 | $7,052 | $27,632-74.5% | $61,452-88.5% | $68,486-89.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.18% | -13.24%+2.1pp | 338.96%-350.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $851 | $696+22.4% | $1,160-26.6% | $2,597-67.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,762 | $2,010-12.4% | $2,131-17.3% | $5,404-67.4% |