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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 | $108,977 | $150,446-27.6% | $136,297-20.0% | $147,585-26.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.59% | 1049.14%-1028.6pp | 5156.19%-5135.6pp | 578.58%-558.0pp |
| Employer contribution / active EE | $12,308 | $5,256+134.2% | $4,696+162.1% | $4,876+152.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $431 | $10,906-96.1% | $9,244-95.3% | $10,886-96.0% |