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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 | $140,506 | $76,522+83.6% | $56,033+150.8% | $145,884-3.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 3014.28%-3001.1pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $8,333 | $1,382+502.9% | $1,041+700.6% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $317 | $3,328-90.5% | $2,827-88.8% | $13,392-97.6% |