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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 | $226,679 | $156,927+44.4% | $121,169+87.1% | $139,456+62.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 1475.85%-1465.1pp | 986.71%-976.0pp | 373.45%-362.7pp |
| Employer contribution / active EE | $39,354 | $5,542+610.1% | $4,168+844.2% | $4,753+728.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,815 | $6,946-73.9% | $5,645-67.8% | $11,407-84.1% |