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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 | $128,442 | $135,639-5.3% | $110,241+16.5% | $135,382-5.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.21% | 513.21%-519.4pp | 314.75%-321.0pp | 519.77%-526.0pp |
| Employer contribution / active EE | $26,448 | $4,907+439.0% | $3,827+591.2% | $4,779+453.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $765 | $11,457-93.3% | $8,548-91.1% | $10,829-92.9% |