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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 | $40,441 | $180,459-77.6% | $154,108-73.8% | $135,380-70.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -2.40% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $2,062 | $6,035-65.8% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $437 | $5,806-92.5% | $5,081-91.4% | $5,609-92.2% |
| Admin fee / account holder | $25,930 | $16,145+60.6% | $13,411+93.3% | $10,828+139.5% |