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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 | $54,277 | $71,197-23.8% | $93,669-42.1% | $80,925-32.9% |
| Participation rate | 92.9% | 60.4%+32.5pp | 68.7%+24.1pp | 67.7%+25.2pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $8,337 | $1,565+432.8% | $2,424+244.0% | $2,756+202.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,408 | $6,959-36.7% | $8,291-46.8% | $6,940-36.5% |