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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 | $222,476 | $99,668+123.2% | $86,451+157.3% | $134,545+65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | 6789.61%-6809.6pp | 4398.51%-4418.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $668 | $4,403-84.8% | $3,770-82.3% | $4,742-85.9% |
| Participant deferral / active EE | $50 | $7,249-99.3% | $6,953-99.3% | $6,401-99.2% |
| Admin fee / account holder | $609 | $8,377-92.7% | $6,734-91.0% | $11,431-94.7% |