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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 | $16,362 | $75,832-78.4% | $147,617-88.9% | $59,633-72.6% |
| Participation rate | 76.5% | 71.6%+4.9pp | 84.6%-8.2pp | 68.7%+7.8pp |
| Annual return | -2.36% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $524 | $3,485-85.0% | $5,564-90.6% | $2,203-76.2% |
| Participant deferral / active EE | $601 | $3,131-80.8% | $4,895-87.7% | $3,192-81.2% |
| Admin fee / account holder | $1,815 | $5,986-69.7% | $11,612-84.4% | $4,297-57.8% |