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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 | $87,091 | $202,342-57.0% | $172,753-49.6% | $152,909-43.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 588.13% | 1029.88%-441.8pp | 803.00%-214.9pp | 345.46%+242.7pp |
| Employer contribution / active EE | $11,225 | $5,857+91.6% | $5,144+118.2% | $4,764+135.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $337 | $17,112-98.0% | $13,956-97.6% | $11,601-97.1% |