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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 | $75,041 | $82,630-9.2% | $64,105+17.1% | $125,389-40.2% |
| Participation rate | 76.5% | 75.9%+0.6pp | 68.2%+8.3pp | 83.2%-6.7pp |
| Annual return | -2.03% | 1489.72%-1491.7pp | 791.24%-793.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $819 | $3,608-77.3% | $2,822-71.0% | $5,352-84.7% |
| Admin fee / account holder | $322 | $6,382-95.0% | $4,499-92.9% | $9,541-96.6% |