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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 | $156,259 | $150,442+3.9% | $136,295+14.6% | $147,585+5.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.69% | 1049.09%-1038.4pp | 5155.97%-5145.3pp | 578.56%-567.9pp |
| Employer contribution / active EE | $28,991 | $5,256+451.6% | $4,695+517.4% | $4,876+494.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,878 | $10,905-46.1% | $9,243-36.4% | $10,885-46.0% |