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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 | $138,068+32.0% | $125,358+45.4% | $134,493+35.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.05% | 750.30%-769.4pp | 572.03%-591.1pp | 418.01%-437.1pp |
| Employer contribution / active EE | $6,395 | $5,244+22.0% | $4,814+32.8% | $4,740+34.9% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,372 | $11,568-88.1% | $10,007-86.3% | $11,425-88.0% |