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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 | $112,378 | $76,522+46.9% | $56,033+100.6% | $145,884-23.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.30% | 3014.28%-2992.0pp | 1711.38%-1689.1pp | 551.85%-529.6pp |
| Employer contribution / active EE | $10,623 | $1,382+668.5% | $1,041+920.6% | $4,662+127.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,164 | $3,328-65.0% | $2,827-58.8% | $13,392-91.3% |