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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 | $55,900 | $138,075-59.5% | $123,552-54.8% | $135,379-58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $420 | $5,152-91.8% | $4,628-90.9% | $4,779-91.2% |
| Participant deferral / active EE | $11,080 | $6,800+63.0% | $6,426+72.4% | $5,609+97.5% |
| Admin fee / account holder | $333 | $10,917-97.0% | $9,285-96.4% | $10,828-96.9% |