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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 | $54,353+12.6% | $82,726-26.0% | $68,498-10.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.74% | -13.67%-5.1pp | 701.33%-720.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,350 | $2,218+231.3% | $3,009+144.3% | $2,596+183.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,078 | $4,396-75.5% | $5,328-79.8% | $5,403-80.1% |