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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 | $247,101 | $190,916+29.4% | $160,037+54.4% | $134,545+83.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.48% | 552.79%-569.3pp | 408.95%-425.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $13,446 | $4,996+169.2% | $4,226+218.2% | $4,742+183.6% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,657 | $10,497+249.2% | $8,716+320.6% | $11,431+220.7% |