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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 | $182,285 | $138,114+32.0% | $125,391+45.4% | $134,545+35.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -19.05% | 750.88%-769.9pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $6,395 | $5,246+21.9% | $4,816+32.8% | $4,742+34.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,372 | $11,570-88.1% | $10,009-86.3% | $11,431-88.0% |