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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 | $42,148 | $180,459-76.6% | $154,108-72.7% | $135,380-68.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.67% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $668 | $6,035-88.9% | $5,298-87.4% | $4,779-86.0% |
| Participant deferral / active EE | $2,325 | $5,806-60.0% | $5,081-54.2% | $5,609-58.6% |
| Admin fee / account holder | $489 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |