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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 | $207,252 | $104,106+99.1% | $71,086+191.6% | $135,379+53.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.79% | 1256.30%-1261.1pp | 650.59%-655.4pp | 519.79%-524.6pp |
| Employer contribution / active EE | $5,714 | $1,485+284.8% | $1,088+425.4% | $4,779+19.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,847 | $4,142-55.4% | $3,082-40.1% | $10,828-82.9% |