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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 | $38,019 | $97,732-61.1% | $83,831-54.6% | $135,380-71.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.04% | 1287.56%-1289.6pp | 850.99%-853.0pp | 519.81%-521.8pp |
| Employer contribution / active EE | $1,294 | $4,222-69.4% | $3,631-64.4% | $4,779-72.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $322 | $6,675-95.2% | $5,479-94.1% | $10,828-97.0% |