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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 | $24,424 | $92,743-73.7% | $82,744-70.5% | $134,532-81.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -15.70% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,370 | $3,273+3.0% | $3,008+12.0% | $4,741-28.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,631 | $5,977-39.3% | $5,325-31.8% | $11,429-68.2% |