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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 | $111,185 | $150,447-26.1% | $136,298-18.4% | $147,586-24.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.55% | 1049.15%-1038.6pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,138 | $5,256-59.3% | $4,696-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $1,008 | $6,631-84.8% | $6,247-83.9% | $5,439-81.5% |
| Admin fee / account holder | $6,170 | $10,906-43.4% | $9,244-33.3% | $10,886-43.3% |