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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 | $18,078 | $138,114-86.9% | $125,391-85.6% | $134,545-86.6% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -4.58% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-423.0pp |
| Employer contribution / active EE | $708 | $5,246-86.5% | $4,816-85.3% | $4,742-85.1% |
| Participant deferral / active EE | $3,342 | $7,801-57.2% | $7,448-55.1% | $6,401-47.8% |
| Admin fee / account holder | $1,319 | $11,570-88.6% | $10,009-86.8% | $11,431-88.5% |