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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 | $154,125 | $135,645+13.6% | $110,243+39.8% | $135,380+13.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.47% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,929 | $4,907+82.0% | $3,827+133.3% | $4,779+86.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,465 | $11,458-87.2% | $8,548-82.9% | $10,828-86.5% |