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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 | $70,832 | $180,462-60.7% | $154,111-54.0% | $135,379-47.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.29% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,030 | $6,036-82.9% | $5,298-80.6% | $4,779-78.4% |
| Participant deferral / active EE | $3,538 | $5,806-39.1% | $5,081-30.4% | $5,609-36.9% |
| Admin fee / account holder | $4,028 | $16,145-75.0% | $13,411-70.0% | $10,828-62.8% |