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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 | $98,995 | $190,879-48.1% | $160,009-38.1% | $134,532-26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.97% | 552.63%-568.6pp | 408.85%-424.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $10,608 | $4,995+112.4% | $4,225+151.1% | $4,741+123.7% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $665 | $10,495-93.7% | $8,715-92.4% | $11,429-94.2% |