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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 | $181,893 | $109,872+65.5% | $98,483+84.7% | $167,536+8.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 41.85% | 1959.31%-1917.5pp | 1494.38%-1452.5pp | 478.82%-437.0pp |
| Employer contribution / active EE | $3,333 | $3,225+3.4% | $2,961+12.6% | $4,839-31.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,354 | $6,757+127.2% | $5,953+157.9% | $12,315+24.7% |