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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 | $21,573 | $150,447-85.7% | $136,298-84.2% | $147,586-85.4% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 18.24% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $49 | $5,256-99.1% | $4,696-99.0% | $4,876-99.0% |
| Participant deferral / active EE | $6,787 | $6,631+2.4% | $6,247+8.6% | $5,439+24.8% |
| Admin fee / account holder | $4,563 | $10,906-58.2% | $9,244-50.6% | $10,886-58.1% |