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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 | $78,082 | $82,630-5.5% | $64,105+21.8% | $125,389-37.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.09% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $8,423 | $2,671+215.3% | $1,820+362.8% | $4,866+73.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,045 | $6,382-83.6% | $4,499-76.8% | $9,541-89.0% |