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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 | $92,766-74.3% | $82,763-71.1% | $134,545-82.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.54% | 946.97%-961.5pp | 702.45%-717.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,548 | $3,273+8.4% | $3,008+17.9% | $4,742-25.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $799 | $5,978-86.6% | $5,325-85.0% | $11,431-93.0% |