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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 | $103,591 | $109,863-5.7% | $98,477+5.2% | $167,518-38.2% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 35.26% | 1958.09%-1922.8pp | 1493.59%-1458.3pp | 478.71%-443.4pp |
| Employer contribution / active EE | $4,232 | $3,225+31.2% | $2,961+42.9% | $4,838-12.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $550 | $6,755-91.9% | $5,951-90.8% | $12,312-95.5% |