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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 | $126,314 | $160,070-21.1% | $147,117-14.1% | $145,897-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $56,166 | $5,285+962.8% | $4,932+1038.7% | $4,663+1104.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,201 | $15,035-52.1% | $12,993-44.6% | $13,390-46.2% |