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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 | $159,850 | $180,462-11.4% | $154,111+3.7% | $135,379+18.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 40.07% | 888.17%-848.1pp | 735.18%-695.1pp | 519.79%-479.7pp |
| Employer contribution / active EE | $4,200 | $6,036-30.4% | $5,298-20.7% | $4,779-12.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,489 | $16,145-90.8% | $13,411-88.9% | $10,828-86.2% |