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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 | $42,412 | $82,678-48.7% | $125,391-66.2% | $68,490-38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -0.04% | -5.97%+5.9pp | 572.41%-572.5pp | -7.85%+7.8pp |
| Employer contribution / active EE | $5,600 | $3,382+65.6% | $4,816+16.3% | $2,597+115.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,706 | $6,277-25.0% | $10,009-53.0% | $5,403-12.9% |