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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 | $76,519-11.8% | $56,025+20.5% | $145,897-53.7% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.25% | 3017.03%-3004.8pp | 1712.69%-1700.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $12,420 | $1,383+797.8% | $1,042+1092.4% | $4,663+166.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,769 | $3,331-16.9% | $2,828-2.1% | $13,390-79.3% |