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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 | $222,521 | $150,442+47.9% | $136,295+63.3% | $147,585+50.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.28% | 1049.09%-1036.8pp | 5155.97%-5143.7pp | 578.56%-566.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,560 | $6,630-76.5% | $6,247-75.0% | $5,439-71.3% |
| Admin fee / account holder | $1,362 | $10,905-87.5% | $9,243-85.3% | $10,885-87.5% |