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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 | $88,928 | $102,429-13.2% | $147,096-39.5% | $80,925+9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 529.24% | 135.02%+394.2pp | 419.75%+109.5pp | 35.65%+493.6pp |
| Employer contribution / active EE | $7,223 | $3,716+94.4% | $4,936+46.3% | $2,756+162.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,091 | $7,957-73.7% | $13,005-83.9% | $6,940-69.9% |