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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 | $154,291 | $90,607+70.3% | $79,467+94.2% | $135,380+14.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.27% | 977.74%-972.5pp | 718.30%-713.0pp | 519.81%-514.5pp |
| Employer contribution / active EE | $38,625 | $3,068+1159.1% | $2,800+1279.4% | $4,779+708.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,529 | $5,895-6.2% | $5,104+8.3% | $10,828-48.9% |