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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 | $219,311 | $138,078+58.8% | $125,363+74.9% | $134,509+63.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.65% | 750.49%-768.1pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,654 | $7,800+126.3% | $7,447+137.1% | $6,400+175.8% |
| Admin fee / account holder | $733 | $11,566-93.7% | $10,005-92.7% | $11,427-93.6% |