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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 | $23,883 | $92,684-74.2% | $82,706-71.1% | $134,509-82.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.54% | 945.84%-960.4pp | 701.76%-716.3pp | 418.13%-432.7pp |
| Employer contribution / active EE | $3,548 | $3,272+8.4% | $3,007+18.0% | $4,741-25.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $799 | $5,982-86.6% | $5,329-85.0% | $11,427-93.0% |