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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,794 | $180,459-94.6% | $154,108-93.6% | $135,380-92.8% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -8.46% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $980 | $6,035-83.8% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $2,044 | $5,806-64.8% | $5,081-59.8% | $5,609-63.6% |
| Admin fee / account holder | $436 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |