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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 | $48,359 | $138,102-65.0% | $125,381-61.4% | $134,532-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,419 | $7,801-43.4% | $7,448-40.7% | $6,401-31.0% |
| Admin fee / account holder | $712 | $11,568-93.8% | $10,007-92.9% | $11,429-93.8% |