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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 | $34,270 | $54,357-37.0% | $82,706-58.6% | $68,495-50.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -15.50% | -13.67%-1.8pp | 701.76%-717.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,821 | $2,218+72.2% | $3,007+27.1% | $2,596+47.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,189 | $4,396-73.0% | $5,329-77.7% | $5,403-78.0% |