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Employer 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 | $45,047 | $160,059-71.9% | $140,019-67.8% | $135,380-66.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -7.14% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $583 | $6,420-90.9% | $5,605-89.6% | $4,779-87.8% |
| Participant deferral / active EE | $4,354 | $7,641-43.0% | $6,927-37.1% | $5,609-22.4% |
| Admin fee / account holder | $962 | $13,328-92.8% | $10,705-91.0% | $10,828-91.1% |