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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 | $108,321 | $114,073-5.0% | $96,161+12.6% | $167,518-35.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 30.78% | 189.95%-159.2pp | 192.01%-161.2pp | 478.71%-447.9pp |
| Employer contribution / active EE | $9,667 | $3,428+182.0% | $2,798+245.5% | $4,838+99.8% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,687 | $6,899-75.5% | $5,538-69.5% | $12,312-86.3% |