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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 | $95,856 | $180,462-46.9% | $154,111-37.8% | $135,379-29.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.43% | 888.17%-891.6pp | 735.18%-738.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,115 | $5,806+5.3% | $5,081+20.4% | $5,609+9.0% |
| Admin fee / account holder | $1,363 | $16,145-91.6% | $13,411-89.8% | $10,828-87.4% |