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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 | $47,837 | $150,442-68.2% | $136,295-64.9% | $147,585-67.6% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 49.79% | 1049.09%-999.3pp | 5155.97%-5106.2pp | 578.56%-528.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,763 | $6,630-43.2% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $1,289 | $10,905-88.2% | $9,243-86.1% | $10,885-88.2% |