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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 | $31,064 | $75,962-59.1% | $154,108-79.8% | $64,173-51.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -4.48% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,583 | $3,350+7.0% | $5,298-32.4% | $2,381+50.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,398 | $5,589-57.1% | $13,411-82.1% | $4,887-50.9% |