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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 | $185,225-63.2% | $142,898-52.3% | $167,553-59.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.27% | 8558.12%-8547.9pp | 5639.64%-5629.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $13,333 | $5,607+137.8% | $4,146+221.6% | $4,840+175.5% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,657 | $8,032-17.1% | $6,560+1.5% | $12,316-45.9% |