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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 | $64,480 | $160,059-59.7% | $140,019-53.9% | $135,379-52.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.34% | 911.44%-916.8pp | 651.15%-656.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,549 | $6,420-75.9% | $5,605-72.4% | $4,779-67.6% |
| Participant deferral / active EE | $2,655 | $7,641-65.3% | $6,927-61.7% | $5,609-52.7% |
| Admin fee / account holder | $6,050 | $13,328-54.6% | $10,705-43.5% | $10,828-44.1% |