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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 | $61,588 | $82,674-25.5% | $125,381-50.9% | $68,486-10.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -10.08% | -5.97%-4.1pp | 572.31%-582.4pp | -7.85%-2.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,162 | $6,111-64.6% | $7,448-71.0% | $4,028-46.3% |
| Admin fee / account holder | $1,949 | $6,277-69.0% | $10,007-80.5% | $5,404-63.9% |