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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 | $82,589 | $160,040-48.4% | $147,096-43.9% | $145,877-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 387.52% | 98.49%+289.0pp | 419.75%-32.2pp | 551.28%-163.8pp |
| Employer contribution / active EE | $13,151 | $5,289+148.6% | $4,936+166.4% | $4,663+182.0% |
| Participant deferral / active EE | $1,606 | $8,429-80.9% | $8,071-80.1% | $6,691-76.0% |
| Admin fee / account holder | $3,500 | $15,050-76.7% | $13,005-73.1% | $13,402-73.9% |