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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 | $69,244 | $138,076-49.9% | $123,553-44.0% | $135,380-48.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.24% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,001 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,810 | $6,800-73.4% | $6,426-71.8% | $5,609-67.7% |
| Admin fee / account holder | $13,340 | $10,917+22.2% | $9,284+43.7% | $10,828+23.2% |