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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 | $77,867 | $82,678-5.8% | $125,391-37.9% | $68,490+13.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.51% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $9,922 | $3,382+193.3% | $4,816+106.0% | $2,597+282.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $794 | $6,277-87.4% | $10,009-92.1% | $5,403-85.3% |