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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 | $126,155 | $158,852-20.6% | $121,220+4.1% | $135,380-6.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 225.24% | -0.64%+225.9pp | 16.94%+208.3pp | 519.81%-294.6pp |
| Employer contribution / active EE | $15,000 | $5,666+164.7% | $4,023+272.9% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $822 | $6,515-87.4% | $5,021-83.6% | $10,828-92.4% |