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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 | $157,626 | $180,466-12.7% | $154,114+2.3% | $135,382+16.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.30% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $5,556 | $6,035-8.0% | $5,298+4.9% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,130 | $16,144-43.4% | $13,411-31.9% | $10,829-15.7% |