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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 | $62,246 | $102,422-39.2% | $147,117-57.7% | $80,959-23.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 66.80% | 135.16%-68.4pp | 420.54%-353.7pp | 35.67%+31.1pp |
| Employer contribution / active EE | $5,694 | $3,717+53.2% | $4,932+15.4% | $2,757+106.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,058 | $7,953-74.1% | $12,993-84.2% | $6,925-70.3% |