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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 | $40,974 | $73,421-44.2% | $66,439-38.3% | $155,188-73.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.48% | 1382.37%-1368.9pp | 757.66%-744.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $7,895 | $3,039+159.8% | $2,637+199.4% | $4,248+85.9% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $906 | $8,856-89.8% | $6,173-85.3% | $14,480-93.7% |