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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 | $94,167 | $96,678-2.6% | $86,640+8.7% | $139,466-32.5% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 13.96% | 106.69%-92.7pp | 592.52%-578.6pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,959 | $3,265+21.2% | $3,024+30.9% | $4,754-16.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $474 | $6,410-92.6% | $5,616-91.6% | $11,409-95.8% |