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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 | $161,196 | $138,102+16.7% | $125,381+28.6% | $134,532+19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $185 | $5,245-96.5% | $4,815-96.2% | $4,741-96.1% |
| Participant deferral / active EE | $6,261 | $7,801-19.7% | $7,448-15.9% | $6,401-2.2% |
| Admin fee / account holder | $5,745 | $11,568-50.3% | $10,007-42.6% | $11,429-49.7% |