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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 | $152,015 | $202,342-24.9% | $172,753-12.0% | $152,909-0.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 976.63% | 1029.88%-53.2pp | 803.00%+173.6pp | 345.46%+631.2pp |
| Employer contribution / active EE | $16,029 | $5,857+173.7% | $5,144+211.6% | $4,764+236.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,444 | $17,112-68.2% | $13,956-61.0% | $11,601-53.1% |