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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 | $36,320 | $138,102-73.7% | $125,381-71.0% | $134,532-73.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.77% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $5,519 | $5,245+5.2% | $4,815+14.6% | $4,741+16.4% |
| Participant deferral / active EE | $1,831 | $7,801-76.5% | $7,448-75.4% | $6,401-71.4% |
| Admin fee / account holder | $459 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |