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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 | $212,851 | $138,114+54.1% | $125,391+69.8% | $134,545+58.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.17% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $719 | $5,246-86.3% | $4,816-85.1% | $4,742-84.8% |
| Participant deferral / active EE | $7,571 | $7,801-2.9% | $7,448+1.7% | $6,401+18.3% |
| Admin fee / account holder | $968 | $11,570-91.6% | $10,009-90.3% | $11,431-91.5% |