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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 | $134,248 | $49,199+172.9% | $121,204+10.8% | $75,173+78.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 32.66% | 56.04%-23.4pp | 987.18%-954.5pp | 160.72%-128.1pp |
| Employer contribution / active EE | $11,765 | $1,547+660.3% | $4,170+182.1% | $2,671+340.5% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,818 | $3,946+22.1% | $5,651-14.7% | $5,651-14.7% |