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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 | $42,262 | $106,549-60.3% | $91,225-53.7% | $134,509-68.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.68% | 160.73%-177.4pp | 114.10%-130.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $5,556 | $3,331+66.8% | $2,851+94.9% | $4,741+17.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $583 | $6,234-90.6% | $5,422-89.2% | $11,427-94.9% |