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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 | $20,066 | $138,114-85.5% | $125,391-84.0% | $134,545-85.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.28% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,670 | $5,246-68.2% | $4,816-65.3% | $4,742-64.8% |
| Participant deferral / active EE | $1,612 | $7,801-79.3% | $7,448-78.4% | $6,401-74.8% |
| Admin fee / account holder | $2,825 | $11,570-75.6% | $10,009-71.8% | $11,431-75.3% |