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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 | $106,691 | $90,617+17.7% | $79,476+34.2% | $135,382-21.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.21% | 977.57%-968.4pp | 718.21%-709.0pp | 519.77%-510.6pp |
| Employer contribution / active EE | $5,000 | $3,068+63.0% | $2,800+78.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,385 | $5,907-59.6% | $5,113-53.4% | $10,829-78.0% |