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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 | $120,429 | $138,114-12.8% | $125,391-4.0% | $134,545-10.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.24% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $17,958 | $5,246+242.3% | $4,816+272.9% | $4,742+278.7% |
| Participant deferral / active EE | $288 | $7,801-96.3% | $7,448-96.1% | $6,401-95.5% |
| Admin fee / account holder | $1,107 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |