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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 | $147,927 | $90,607+63.3% | $79,467+86.1% | $135,380+9.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.76% | 977.74%-976.0pp | 718.30%-716.5pp | 519.81%-518.0pp |
| Employer contribution / active EE | $7,143 | $3,068+132.8% | $2,800+155.1% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,081 | $5,895-30.8% | $5,104-20.0% | $10,828-62.3% |