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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 | $240,644 | $138,114+74.2% | $125,391+91.9% | $134,545+78.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.65% | 750.88%-758.5pp | 572.41%-580.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $1,280 | $5,246-75.6% | $4,816-73.4% | $4,742-73.0% |
| Participant deferral / active EE | $926 | $7,801-88.1% | $7,448-87.6% | $6,401-85.5% |
| Admin fee / account holder | $100,105 | $11,570+765.2% | $10,009+900.2% | $11,431+775.8% |