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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 | $34,798 | $92,743-62.5% | $82,744-57.9% | $134,532-74.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.36% | 946.63%-961.0pp | 702.22%-716.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,199 | $3,273-2.2% | $3,008+6.4% | $4,741-32.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $456 | $5,977-92.4% | $5,325-91.4% | $11,429-96.0% |