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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 | $37,324 | $92,684-59.7% | $82,706-54.9% | $134,509-72.3% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -16.28% | 945.84%-962.1pp | 701.76%-718.0pp | 418.13%-434.4pp |
| Employer contribution / active EE | $620 | $3,272-81.1% | $3,007-79.4% | $4,741-86.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,044 | $5,982-82.5% | $5,329-80.4% | $11,427-90.9% |