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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 | $101,910 | $92,743+9.9% | $82,744+23.2% | $134,532-24.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -15.53% | 946.63%-962.2pp | 702.22%-717.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,862 | $3,273+48.6% | $3,008+61.6% | $4,741+2.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,476 | $5,977-8.4% | $5,325+2.8% | $11,429-52.1% |