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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 | $17,974 | $75,962-76.3% | $154,108-88.3% | $64,173-72.0% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -6.43% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,317 | $3,350-60.7% | $5,298-75.1% | $2,381-44.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $706 | $5,589-87.4% | $13,411-94.7% | $4,887-85.6% |