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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 | $56,408 | $97,729-42.3% | $83,830-32.7% | $135,379-58.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.74% | 1287.52%-1291.3pp | 850.97%-854.7pp | 519.79%-523.5pp |
| Employer contribution / active EE | $12,647 | $4,222+199.6% | $3,631+248.3% | $4,779+164.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,957 | $6,674+34.2% | $5,479+63.5% | $10,828-17.3% |