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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 | $67,503 | $76,785-12.1% | $56,441+19.6% | $145,959-53.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.25% | 3000.51%-2988.3pp | 1704.21%-1692.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $12,420 | $1,381+799.6% | $1,039+1095.3% | $4,661+166.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,769 | $3,334-16.9% | $2,829-2.1% | $13,398-79.3% |