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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 | $17,867 | $109,905-83.7% | $98,506-81.9% | $167,553-89.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 39.35% | 1960.20%-1920.8pp | 1494.92%-1455.6pp | 478.89%-439.5pp |
| Employer contribution / active EE | $2,740 | $3,226-15.0% | $2,961-7.5% | $4,840-43.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $766 | $6,760-88.7% | $5,955-87.1% | $12,316-93.8% |