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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 | $61,664 | $97,761-36.9% | $83,850-26.5% | $135,382-54.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.95% | 1287.44%-1295.4pp | 850.92%-858.9pp | 519.77%-527.7pp |
| Employer contribution / active EE | $3,543 | $4,222-16.1% | $3,631-2.4% | $4,779-25.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,191 | $6,674-82.2% | $5,478-78.3% | $10,829-89.0% |