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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 | $114,072 | $138,102-17.4% | $125,381-9.0% | $134,532-15.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 308.20% | 750.73%-442.5pp | 572.31%-264.1pp | 418.27%-110.1pp |
| Employer contribution / active EE | $12,868 | $5,245+145.3% | $4,815+167.2% | $4,741+171.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $379 | $11,568-96.7% | $10,007-96.2% | $11,429-96.7% |