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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 | $169,728 | $171,867-1.2% | $149,721+13.4% | $147,586+15.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.45% | 2113.36%-2097.9pp | 1501.67%-1486.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $14,818 | $6,275+136.2% | $5,444+172.2% | $4,876+203.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,430 | $13,799-89.6% | $11,282-87.3% | $10,886-86.9% |