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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 | $162,659 | $92,684+75.5% | $82,706+96.7% | $134,509+20.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -7.38% | 945.84%-953.2pp | 701.76%-709.1pp | 418.13%-425.5pp |
| Employer contribution / active EE | $3,719 | $3,272+13.7% | $3,007+23.7% | $4,741-21.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,559 | $5,982-73.9% | $5,329-70.7% | $11,427-86.4% |