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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 | $68,234 | $138,102-50.6% | $125,381-45.6% | $134,532-49.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.34% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.6pp |
| Employer contribution / active EE | $463 | $5,245-91.2% | $4,815-90.4% | $4,741-90.2% |
| Participant deferral / active EE | $11,061 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $2,780 | $11,568-76.0% | $10,007-72.2% | $11,429-75.7% |