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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 | $17,115 | $138,114-87.6% | $125,391-86.4% | $134,545-87.3% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -19.17% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $4,008 | $5,246-23.6% | $4,816-16.8% | $4,742-15.5% |
| Participant deferral / active EE | $1,532 | $7,801-80.4% | $7,448-79.4% | $6,401-76.1% |
| Admin fee / account holder | $1,498 | $11,570-87.1% | $10,009-85.0% | $11,431-86.9% |