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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 | $36,243 | $54,355-33.3% | $82,744-56.2% | $68,486-47.1% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | 5.78% | -13.67%+19.5pp | 702.22%-696.4pp | -7.85%+13.6pp |
| Employer contribution / active EE | $2,857 | $2,219+28.8% | $3,008-5.0% | $2,597+10.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $515 | $4,397-88.3% | $5,325-90.3% | $5,404-90.5% |