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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 | $196,518 | $109,872+78.9% | $98,483+99.5% | $167,536+17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.05% | 1959.31%-1945.3pp | 1494.38%-1480.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $7,826 | $3,225+142.7% | $2,961+164.3% | $4,839+61.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,218 | $6,757+140.0% | $5,953+172.5% | $12,315+31.7% |