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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 | $63,959 | $138,102-53.7% | $125,381-49.0% | $134,532-52.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -9.99% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $2,645 | $5,245-49.6% | $4,815-45.1% | $4,741-44.2% |
| Participant deferral / active EE | $2,272 | $7,801-70.9% | $7,448-69.5% | $6,401-64.5% |
| Admin fee / account holder | $698 | $11,568-94.0% | $10,007-93.0% | $11,429-93.9% |