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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 | $68,129 | $185,200-63.2% | $142,875-52.3% | $167,497-59.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.27% | 8555.70%-8545.4pp | 5638.06%-5627.8pp | 478.62%-468.4pp |
| Employer contribution / active EE | $13,333 | $5,604+137.9% | $4,144+221.7% | $4,838+175.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,657 | $8,031-17.1% | $6,561+1.5% | $12,310-45.9% |