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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 | $204,069 | $49,897+309.0% | $80,648+153.0% | $75,177+171.5% |
| Participation rate | 92.9% | 55.3%+37.5pp | 67.0%+25.8pp | 67.2%+25.7pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $16,071 | $1,699+846.0% | $2,724+490.1% | $2,671+501.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $321 | $3,579-91.0% | $5,382-94.0% | $5,651-94.3% |