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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 | $172,927 | $95,975+80.2% | $74,549+132.0% | $135,379+27.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.62% | 56.96%-61.6pp | 32.53%-37.2pp | 519.79%-524.4pp |
| Employer contribution / active EE | $15,112 | $2,716+456.4% | $1,961+670.6% | $4,779+216.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $40,282 | $6,522+517.7% | $5,059+696.2% | $10,828+272.0% |