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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 | $59,806 | $92,766-35.5% | $82,763-27.7% | $134,545-55.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -7.32% | 946.97%-954.3pp | 702.45%-709.8pp | 418.37%-425.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $81 | $4,802-98.3% | $4,395-98.2% | $6,401-98.7% |
| Admin fee / account holder | $404 | $5,978-93.2% | $5,325-92.4% | $11,431-96.5% |