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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 | $42,609 | $90,607-53.0% | $79,467-46.4% | $135,380-68.5% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -6.56% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,698 | $3,068+53.1% | $2,800+67.8% | $4,779-1.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,199 | $5,895+90.0% | $5,104+119.4% | $10,828+3.4% |