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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 | $99,561 | $160,059-37.8% | $140,019-28.9% | $135,380-26.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.05% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.9pp |
| Employer contribution / active EE | $8,000 | $6,420+24.6% | $5,605+42.7% | $4,779+67.4% |
| Participant deferral / active EE | $950 | $7,641-87.6% | $6,927-86.3% | $5,609-83.1% |
| Admin fee / account holder | $1,910 | $13,328-85.7% | $10,705-82.2% | $10,828-82.4% |