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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 | $39,590 | $150,447-73.7% | $136,298-71.0% | $147,586-73.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.47% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $985 | $5,256-81.3% | $4,696-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,441 | $6,631-78.3% | $6,247-76.9% | $5,439-73.5% |
| Admin fee / account holder | $886 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |