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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 | $142,926 | $96,388+48.3% | $80,627+77.3% | $139,466+2.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1352.08%-1338.7pp | 936.76%-923.4pp | 373.66%-360.3pp |
| Employer contribution / active EE | $25,000 | $3,260+666.9% | $2,723+818.2% | $4,754+425.9% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,244 | $6,603-50.9% | $5,381-39.7% | $11,409-71.6% |