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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 | $44,079 | $138,114-68.1% | $125,391-64.8% | $134,545-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.64% | 750.88%-761.5pp | 572.41%-583.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $6,323 | $5,246+20.5% | $4,816+31.3% | $4,742+33.4% |
| Participant deferral / active EE | $2,455 | $7,801-68.5% | $7,448-67.0% | $6,401-61.7% |
| Admin fee / account holder | $1,478 | $11,570-87.2% | $10,009-85.2% | $11,431-87.1% |