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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 | $97,516 | $197,819-50.7% | $155,789-37.4% | $125,389-22.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.36% | 86.73%-88.1pp | 71.54%-72.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,103 | $4,850-15.4% | $3,839+6.9% | $4,866-15.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,515 | $9,544-84.1% | $7,477-79.7% | $9,541-84.1% |