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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 | $57,299 | $92,743-38.2% | $82,744-30.8% | $134,532-57.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.95% | 946.63%-958.6pp | 702.22%-714.2pp | 418.27%-430.2pp |
| Employer contribution / active EE | $4,210 | $3,273+28.6% | $3,008+40.0% | $4,741-11.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $59,962 | $5,977+903.2% | $5,325+1026.1% | $11,429+424.7% |