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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 | $102,912 | $138,068-25.5% | $125,358-17.9% | $134,493-23.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.10% | 750.30%-759.4pp | 572.03%-581.1pp | 418.01%-427.1pp |
| Employer contribution / active EE | $1,024 | $5,244-80.5% | $4,814-78.7% | $4,740-78.4% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $464 | $11,568-96.0% | $10,007-95.4% | $11,425-95.9% |