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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 | $59,359 | $183,988-67.7% | $162,177-63.4% | $152,897-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.65% | 150.79%-134.1pp | 115.60%-99.0pp | 345.43%-328.8pp |
| Employer contribution / active EE | $8,355 | $6,370+31.2% | $5,613+48.9% | $4,764+75.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $588 | $13,123-95.5% | $10,843-94.6% | $11,599-94.9% |