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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 | $49,814 | $150,447-66.9% | $136,298-63.5% | $147,586-66.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1049.15%-1036.0pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $7,529 | $5,256+43.2% | $4,696+60.3% | $4,876+54.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,476 | $10,906-13.1% | $9,244+2.5% | $10,886-13.0% |