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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 | $58,332 | $95,979-39.2% | $74,551-21.8% | $135,380-56.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.41% | 56.97%-57.4pp | 32.53%-32.9pp | 519.81%-520.2pp |
| Employer contribution / active EE | $7,169 | $2,716+163.9% | $1,961+265.6% | $4,779+50.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,403 | $6,522-63.2% | $5,059-52.5% | $10,828-77.8% |