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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 | $12,768 | $92,766-86.2% | $82,763-84.6% | $134,545-90.5% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -15.58% | 946.97%-962.6pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $818 | $3,273-75.0% | $3,008-72.8% | $4,742-82.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $549 | $5,978-90.8% | $5,325-89.7% | $11,431-95.2% |