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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 | $13,126 | $138,075-90.5% | $123,552-89.4% | $135,379-90.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $894 | $5,152-82.6% | $4,628-80.7% | $4,779-81.3% |
| Participant deferral / active EE | $3,869 | $6,800-43.1% | $6,426-39.8% | $5,609-31.0% |
| Admin fee / account holder | $10,215 | $10,917-6.4% | $9,285+10.0% | $10,828-5.7% |