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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 | $17,560 | $84,685-79.3% | $73,836-76.2% | $125,389-86.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.14% | 3123.80%-3124.9pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,263 | $3,123-59.6% | $2,787-54.7% | $4,866-74.1% |
| Participant deferral / active EE | $517 | $3,993-87.1% | $3,583-85.6% | $5,352-90.3% |
| Admin fee / account holder | $435 | $5,694-92.4% | $4,882-91.1% | $9,541-95.4% |