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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 | $103,876 | $180,466-42.4% | $154,114-32.6% | $135,382-23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | 888.15%-894.7pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $9,000 | $6,035+49.1% | $5,298+69.9% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,012 | $16,144-93.7% | $13,411-92.5% | $10,829-90.7% |