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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 | $150,706 | $185,199-18.6% | $142,874+5.5% | $167,518-10.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.22% | 8556.90%-8549.7pp | 5638.58%-5631.4pp | 478.71%-471.5pp |
| Employer contribution / active EE | $8,354 | $5,606+49.0% | $4,145+101.5% | $4,838+72.6% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,354 | $8,031-58.2% | $6,561-48.9% | $12,312-72.8% |