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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 | $16,046 | $138,102-88.4% | $125,381-87.2% | $134,532-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 186.60% | 750.73%-564.1pp | 572.31%-385.7pp | 418.27%-231.7pp |
| Employer contribution / active EE | $1,806 | $5,245-65.6% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $2,057 | $7,801-73.6% | $7,448-72.4% | $6,401-67.9% |
| Admin fee / account holder | $490 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |