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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 | $63,359 | $138,114-54.1% | $125,391-49.5% | $134,545-52.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.61% | 750.88%-758.5pp | 572.41%-580.0pp | 418.37%-426.0pp |
| Employer contribution / active EE | $1,250 | $5,246-76.2% | $4,816-74.0% | $4,742-73.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,228 | $11,570-11.6% | $10,009+2.2% | $11,431-10.5% |