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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 | $12,771 | $160,059-92.0% | $140,019-90.9% | $135,382-90.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -9.07% | 911.44%-920.5pp | 651.15%-660.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,194 | $6,420-81.4% | $5,605-78.7% | $4,779-75.0% |
| Participant deferral / active EE | $4,614 | $7,641-39.6% | $6,927-33.4% | $5,609-17.7% |
| Admin fee / account holder | $1,510 | $13,328-88.7% | $10,705-85.9% | $10,829-86.1% |