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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 | $197,354 | $150,447+31.2% | $136,298+44.8% | $147,586+33.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.73% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,412 | $5,256-16.1% | $4,696-6.0% | $4,876-9.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,118 | $10,906-53.1% | $9,244-44.6% | $10,886-53.0% |