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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 | $93,746 | $160,059-41.4% | $140,019-33.0% | $135,379-30.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -5.98% | 911.44%-917.4pp | 651.15%-657.1pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,085 | $6,420-67.5% | $5,605-62.8% | $4,779-56.4% |
| Participant deferral / active EE | $2,198 | $7,641-71.2% | $6,927-68.3% | $5,609-60.8% |
| Admin fee / account holder | $6,514 | $13,328-51.1% | $10,705-39.2% | $10,828-39.8% |