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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 | $68,389 | $84,684-19.2% | $73,835-7.4% | $125,388-45.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 3123.93%-3124.2pp | 2268.13%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,000 | $3,123-4.0% | $2,788+7.6% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,584 | $5,691-54.6% | $4,880-47.0% | $9,541-72.9% |