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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 | $28,060 | $180,462-84.5% | $154,111-81.8% | $135,379-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.95% | 888.17%-893.1pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $1,054 | $6,036-82.5% | $5,298-80.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,187 | $5,806-62.3% | $5,081-57.0% | $5,609-61.0% |
| Admin fee / account holder | $827 | $16,145-94.9% | $13,411-93.8% | $10,828-92.4% |