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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 | $22,851 | $129,960-82.4% | $104,299-78.1% | $134,545-83.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.62% | 42.06%-61.7pp | 24.62%-44.2pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,259 | $4,186-69.9% | $3,373-62.7% | $4,742-73.5% |
| Participant deferral / active EE | $375 | $5,589-93.3% | $4,626-91.9% | $6,401-94.1% |
| Admin fee / account holder | $478 | $9,324-94.9% | $7,339-93.5% | $11,431-95.8% |