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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 | $127,899 | $166,242-23.1% | $165,071-22.5% | $145,884-12.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $26,814 | $5,283+407.6% | $4,347+516.8% | $4,662+475.1% |
| Participant deferral / active EE | $100 | $6,964-98.6% | $6,035-98.3% | $6,690-98.5% |
| Admin fee / account holder | $2,145 | $16,658-87.1% | $12,695-83.1% | $13,392-84.0% |