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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 | $103,630 | $150,447-31.1% | $136,298-24.0% | $147,586-29.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.51% | 1049.15%-1035.6pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $6,897 | $5,256+31.2% | $4,696+46.9% | $4,876+41.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,951 | $10,906-63.8% | $9,244-57.3% | $10,886-63.7% |