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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 | $246,279 | $142,409+72.9% | $119,634+105.9% | $134,545+83.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 301.76% | -12.46%+314.2pp | -14.98%+316.7pp | 418.37%-116.6pp |
| Employer contribution / active EE | $5,802 | $5,224+11.1% | $4,232+37.1% | $4,742+22.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $955 | $13,594-93.0% | $10,329-90.8% | $11,431-91.6% |