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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 | $50,739 | $95,917-47.1% | $79,583-36.2% | $134,545-62.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.04% | -2.70%-1.3pp | 0.16%-4.2pp | 418.37%-422.4pp |
| Employer contribution / active EE | $1,538 | $3,129-50.8% | $2,414-36.3% | $4,742-67.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $651 | $9,132-92.9% | $6,835-90.5% | $11,431-94.3% |