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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 | $56,373 | $160,059-64.8% | $140,019-59.7% | $135,380-58.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -4.94% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,090 | $6,420-67.4% | $5,605-62.7% | $4,779-56.3% |
| Participant deferral / active EE | $872 | $7,641-88.6% | $6,927-87.4% | $5,609-84.5% |
| Admin fee / account holder | $690 | $13,328-94.8% | $10,705-93.6% | $10,828-93.6% |