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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 | $117,548 | $160,059-26.6% | $140,019-16.0% | $135,380-13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.18% | 911.48%-913.7pp | 651.17%-653.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $20,000 | $6,420+211.5% | $5,605+256.8% | $4,779+318.5% |
| Participant deferral / active EE | $2,550 | $7,641-66.6% | $6,927-63.2% | $5,609-54.5% |
| Admin fee / account holder | $6,605 | $13,328-50.4% | $10,705-38.3% | $10,828-39.0% |