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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 | $40,799 | $97,729-58.3% | $83,830-51.3% | $135,379-69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.86% | 1287.52%-1295.4pp | 850.97%-858.8pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,730 | $4,683-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $668 | $6,674-90.0% | $5,479-87.8% | $10,828-93.8% |