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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 | $94,980 | $180,462-47.4% | $154,111-38.4% | $135,379-29.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.81% | 888.17%-892.0pp | 735.18%-739.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $12,813 | $6,036+112.3% | $5,298+141.9% | $4,779+168.1% |
| Participant deferral / active EE | $1,063 | $5,806-81.7% | $5,081-79.1% | $5,609-81.1% |
| Admin fee / account holder | $12,968 | $16,145-19.7% | $13,411-3.3% | $10,828+19.8% |