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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 | $66,790 | $90,320-26.1% | $59,496+12.3% | $125,389-46.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.73% | 369.13%-372.9pp | 182.05%-185.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $5,740 | $1,792+220.4% | $1,153+397.8% | $4,866+18.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,257 | $3,063-58.9% | $2,232-43.7% | $9,541-86.8% |