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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 | $143,606 | $100,895+42.3% | $90,430+58.8% | $158,950-9.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.60% | 1725.54%-1718.9pp | 1293.73%-1287.1pp | 302.91%-296.3pp |
| Employer contribution / active EE | $8,529 | $3,689+131.2% | $3,262+161.5% | $4,762+79.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,029 | $6,505+23.4% | $5,613+43.0% | $11,248-28.6% |