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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 | $28,913 | $168,635-82.9% | $147,617-80.4% | $125,389-76.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.22% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $785 | $6,252-87.5% | $5,564-85.9% | $4,866-83.9% |
| Participant deferral / active EE | $3,110 | $5,507-43.5% | $4,895-36.5% | $5,352-41.9% |
| Admin fee / account holder | $473 | $13,580-96.5% | $11,612-95.9% | $9,541-95.0% |