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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 | $71,293 | $115,810-38.4% | $101,271-29.6% | $158,966-55.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 11277.79% | 56.15%+11221.6pp | 46.48%+11231.3pp | 302.95%+10974.8pp |
| Employer contribution / active EE | $13,845 | $4,175+231.6% | $3,660+278.3% | $4,762+190.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,419 | $7,248+209.3% | $5,948+276.9% | $11,250+99.3% |