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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 | $84,736 | $160,059-47.1% | $140,019-39.5% | $135,379-37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 42.01% | 911.44%-869.4pp | 651.15%-609.1pp | 519.79%-477.8pp |
| Employer contribution / active EE | $6,500 | $6,420+1.3% | $5,605+16.0% | $4,779+36.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,509 | $13,328-43.7% | $10,705-29.9% | $10,828-30.7% |