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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 | $126,791 | $88,585+43.1% | $69,884+81.4% | $134,532-5.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.80% | 442.80%-461.6pp | 190.81%-209.6pp | 418.27%-437.1pp |
| Employer contribution / active EE | $25,000 | $3,235+672.8% | $2,560+876.6% | $4,741+427.3% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,882 | $10,441-14.9% | $6,266+41.7% | $11,429-22.3% |