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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 | $50,394 | $138,114-63.5% | $125,391-59.8% | $134,545-62.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.28% | 750.88%-759.2pp | 572.41%-580.7pp | 418.37%-426.6pp |
| Employer contribution / active EE | $8,126 | $5,246+54.9% | $4,816+68.7% | $4,742+71.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,327 | $11,570-88.5% | $10,009-86.7% | $11,431-88.4% |