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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 | $19,210 | $75,962-74.7% | $154,111-87.5% | $64,173-70.1% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.18%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,583 | $3,350-22.9% | $5,298-51.2% | $2,381+8.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $568 | $5,589-89.8% | $13,411-95.8% | $4,887-88.4% |