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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 | $31,469 | $185,312-83.0% | $161,489-80.5% | $154,746-79.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $650 | $4,769-86.4% | $4,268-84.8% | $4,379-85.1% |
| Participant deferral / active EE | $4,645 | $6,350-26.8% | $5,630-17.5% | $6,730-31.0% |
| Admin fee / account holder | $26,497 | $18,654+42.0% | $16,006+65.6% | $14,365+84.5% |