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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 | $184,360 | $135,645+35.9% | $110,243+67.2% | $135,380+36.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.50% | 513.24%-519.7pp | 314.76%-321.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,792 | $4,907-43.1% | $3,827-27.0% | $4,779-41.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,473 | $11,458-87.1% | $8,548-82.8% | $10,828-86.4% |