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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 | $90,224 | $180,459-50.0% | $154,108-41.5% | $135,380-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.43% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,429 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $610 | $16,145-96.2% | $13,411-95.5% | $10,828-94.4% |