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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 | $17,785 | $171,867-89.7% | $149,721-88.1% | $147,586-87.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 25.93% | 2113.36%-2087.4pp | 1501.67%-1475.7pp | 578.59%-552.7pp |
| Employer contribution / active EE | $1,303 | $6,275-79.2% | $5,444-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $5,224 | $7,270-28.1% | $6,568-20.5% | $5,439-4.0% |
| Admin fee / account holder | $1,438 | $13,799-89.6% | $11,282-87.3% | $10,886-86.8% |