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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 | $32,767 | $160,059-79.5% | $140,019-76.6% | $135,380-75.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.46% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,172 | $6,420-81.7% | $5,605-79.1% | $4,779-75.5% |
| Participant deferral / active EE | $4,578 | $7,641-40.1% | $6,927-33.9% | $5,609-18.4% |
| Admin fee / account holder | $1,908 | $13,328-85.7% | $10,705-82.2% | $10,828-82.4% |