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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 | $158,439 | $88,778+78.5% | $81,844+93.6% | $145,884+8.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.25% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $4,545 | $3,087+47.2% | $2,916+55.9% | $4,662-2.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,512 | $8,430-70.2% | $7,355-65.8% | $13,392-81.2% |