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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 | $227,301 | $92,743+145.1% | $82,744+174.7% | $134,532+69.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.74% | 946.63%-958.4pp | 702.22%-714.0pp | 418.27%-430.0pp |
| Employer contribution / active EE | $45,754 | $3,273+1298.0% | $3,008+1421.0% | $4,741+865.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $38,614 | $5,977+546.0% | $5,325+625.2% | $11,429+237.9% |