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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 | $89,284 | $138,102-35.3% | $125,381-28.8% | $134,532-33.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.89% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $8,597 | $5,245+63.9% | $4,815+78.5% | $4,741+81.3% |
| Participant deferral / active EE | $1,056 | $7,801-86.5% | $7,448-85.8% | $6,401-83.5% |
| Admin fee / account holder | $13,595 | $11,568+17.5% | $10,007+35.9% | $11,429+19.0% |