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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 | $15,980 | $138,102-88.4% | $125,381-87.3% | $134,532-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.22% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,952 | $5,245-62.8% | $4,815-59.5% | $4,741-58.8% |
| Participant deferral / active EE | $2,050 | $7,801-73.7% | $7,448-72.5% | $6,401-68.0% |
| Admin fee / account holder | $1,512 | $11,568-86.9% | $10,007-84.9% | $11,429-86.8% |