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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 | $43,558 | $97,759-55.4% | $83,849-48.1% | $135,377-67.8% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.65% | 1287.41%-1295.1pp | 850.91%-858.6pp | 519.75%-527.4pp |
| Employer contribution / active EE | $1,453 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,016 | $6,674-84.8% | $5,478-81.5% | $10,828-90.6% |