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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 | $8,983 | $138,114-93.5% | $125,391-92.8% | $134,545-93.3% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -14.86% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $916 | $5,246-82.5% | $4,816-81.0% | $4,742-80.7% |
| Participant deferral / active EE | $2,664 | $7,801-65.9% | $7,448-64.2% | $6,401-58.4% |
| Admin fee / account holder | $882 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |