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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 | $161,107 | $138,102+16.7% | $125,381+28.5% | $134,532+19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,744 | $5,245-47.7% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $975 | $7,801-87.5% | $7,448-86.9% | $6,401-84.8% |
| Admin fee / account holder | $808 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |