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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 | $24,228 | $95,975-74.8% | $74,549-67.5% | $135,379-82.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 56.96%-63.6pp | 32.53%-39.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $652 | $2,716-76.0% | $1,961-66.7% | $4,779-86.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $916 | $6,522-85.9% | $5,059-81.9% | $10,828-91.5% |