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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 | $76,317 | $97,732-21.9% | $83,831-9.0% | $135,380-43.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -5.63% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,209 | $4,222-0.3% | $3,631+15.9% | $4,779-11.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,769 | $6,675+91.3% | $5,479+133.1% | $10,828+17.9% |