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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 | $209,272 | $90,617+130.9% | $79,476+163.3% | $135,382+54.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 977.57%-983.6pp | 718.21%-724.3pp | 519.77%-525.8pp |
| Employer contribution / active EE | $9,167 | $3,068+198.8% | $2,800+227.4% | $4,779+91.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,949 | $5,907+85.3% | $5,113+114.1% | $10,829+1.1% |