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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 | $171,319 | $109,905+55.9% | $98,506+73.9% | $167,553+2.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.05% | 1960.20%-1938.2pp | 1494.92%-1472.9pp | 478.89%-456.8pp |
| Employer contribution / active EE | $9,153 | $3,226+183.7% | $2,961+209.1% | $4,840+89.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,438 | $6,760-63.9% | $5,955-59.1% | $12,316-80.2% |