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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 | $29,763 | $168,635-82.4% | $147,617-79.8% | $125,389-76.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.23% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $908 | $6,252-85.5% | $5,564-83.7% | $4,866-81.3% |
| Participant deferral / active EE | $3,162 | $5,507-42.6% | $4,895-35.4% | $5,352-40.9% |
| Admin fee / account holder | $19,494 | $13,580+43.5% | $11,612+67.9% | $9,541+104.3% |