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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 | $50,681 | $138,102-63.3% | $125,381-59.6% | $134,532-62.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.74% | 750.73%-767.5pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,300 | $7,801+19.2% | $7,448+24.9% | $6,401+45.3% |
| Admin fee / account holder | $324 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |