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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 | $169,132 | $150,447+12.4% | $136,298+24.1% | $147,586+14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.58% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,696+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $388 | $6,631-94.2% | $6,247-93.8% | $5,439-92.9% |
| Admin fee / account holder | $2,379 | $10,906-78.2% | $9,244-74.3% | $10,886-78.1% |