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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 | $204,856 | $138,102+48.3% | $125,381+63.4% | $134,532+52.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.37% | 750.73%-762.1pp | 572.31%-583.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $2,928 | $5,245-44.2% | $4,815-39.2% | $4,741-38.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,787 | $11,568-84.5% | $10,007-82.1% | $11,429-84.4% |