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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 | $199,271 | $97,761+103.8% | $83,850+137.7% | $135,382+47.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.24% | 1287.44%-1296.7pp | 850.92%-860.2pp | 519.77%-529.0pp |
| Employer contribution / active EE | $22,746 | $4,222+438.8% | $3,631+526.5% | $4,779+376.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,383 | $6,674-79.3% | $5,478-74.8% | $10,829-87.2% |