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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 | $145,088 | $138,078+5.1% | $125,363+15.7% | $134,509+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.74% | 750.49%-766.2pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $3,390 | $5,245-35.4% | $4,815-29.6% | $4,741-28.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,205 | $11,566-80.9% | $10,005-78.0% | $11,427-80.7% |