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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 | $226,045 | $138,072+63.7% | $123,549+83.0% | $135,382+67.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.36% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $9,924 | $5,152+92.6% | $4,628+114.4% | $4,779+107.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,363 | $10,917-41.7% | $9,284-31.5% | $10,829-41.2% |