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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 | $91,793 | $99,009-7.3% | $86,581+6.0% | $147,585-37.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.42% | 1312.70%-1301.3pp | 965.06%-953.6pp | 578.58%-567.2pp |
| Employer contribution / active EE | $6,249 | $3,132+99.5% | $2,840+120.1% | $4,876+28.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $958 | $5,709-83.2% | $4,904-80.5% | $10,886-91.2% |