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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 | $61,227 | $54,370+12.6% | $82,763-26.0% | $68,490-10.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.74% | -13.67%-5.1pp | 702.45%-721.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,350 | $2,219+231.2% | $3,008+144.3% | $2,597+183.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,078 | $4,398-75.5% | $5,325-79.8% | $5,403-80.1% |