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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 | $128,501 | $160,070-19.7% | $147,117-12.7% | $145,897-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $9,838 | $5,285+86.2% | $4,932+99.5% | $4,663+111.0% |
| Participant deferral / active EE | $2,475 | $8,419-70.6% | $8,065-69.3% | $6,689-63.0% |
| Admin fee / account holder | $22,844 | $15,035+51.9% | $12,993+75.8% | $13,390+70.6% |