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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 | $98,958 | $97,732+1.3% | $83,831+18.0% | $135,380-26.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.17% | 1287.56%-1274.4pp | 850.99%-837.8pp | 519.81%-506.6pp |
| Employer contribution / active EE | $4,375 | $4,222+3.6% | $3,631+20.5% | $4,779-8.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $884 | $6,675-86.8% | $5,479-83.9% | $10,828-91.8% |