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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 | $20,243 | $180,459-88.8% | $154,108-86.9% | $135,380-85.0% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $298 | $6,035-95.1% | $5,298-94.4% | $4,779-93.8% |
| Participant deferral / active EE | $3,548 | $5,806-38.9% | $5,081-30.2% | $5,609-36.8% |
| Admin fee / account holder | $1,100 | $16,145-93.2% | $13,411-91.8% | $10,828-89.8% |