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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 | $134,649 | $160,059-15.9% | $140,019-3.8% | $135,380-0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.63% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,400 | $7,641+23.0% | $6,927+35.7% | $5,609+67.6% |
| Admin fee / account holder | $1,166 | $13,328-91.3% | $10,705-89.1% | $10,828-89.2% |