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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 | $188,840 | $97,732+93.2% | $83,831+125.3% | $135,380+39.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 1287.56%-1293.3pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $25,296 | $4,222+499.1% | $3,631+596.6% | $4,779+429.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,605 | $6,675-76.0% | $5,479-70.7% | $10,828-85.2% |