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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 | $220,139 | $180,466+22.0% | $154,114+42.8% | $135,382+62.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.94% | 888.15%-894.1pp | 735.16%-741.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $12,423 | $6,035+105.8% | $5,298+134.5% | $4,779+160.0% |
| Participant deferral / active EE | $1,000 | $5,806-82.8% | $5,081-80.3% | $5,609-82.2% |
| Admin fee / account holder | $24,616 | $16,144+52.5% | $13,411+83.6% | $10,829+127.3% |