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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 | $53,569 | $82,630-35.2% | $64,105-16.4% | $125,389-57.3% |
| Participation rate | 89.5% | 75.9%+13.6pp | 68.2%+21.3pp | 83.2%+6.3pp |
| Annual return | -0.22% | 1489.72%-1489.9pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,579 | $2,671-40.9% | $1,820-13.2% | $4,866-67.6% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,643 | $6,382-74.3% | $4,499-63.5% | $9,541-82.8% |