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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 | $95,812 | $102,382-6.4% | $147,005-34.8% | $80,874+18.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.02% | 134.89%-109.9pp | 418.76%-393.7pp | 35.62%-10.6pp |
| Employer contribution / active EE | $7,989 | $3,715+115.0% | $4,934+61.9% | $2,756+189.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,108 | $7,942+77.6% | $13,006+8.5% | $6,935+103.4% |