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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 | $212,313 | $176,077+20.6% | $159,455+33.1% | $167,518+26.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.27% | 331.83%-311.6pp | 263.63%-243.4pp | 478.71%-458.4pp |
| Employer contribution / active EE | $19,567 | $5,298+269.3% | $4,830+305.1% | $4,838+304.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,250 | $12,556-82.1% | $10,800-79.2% | $12,312-81.7% |