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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 | $1,898 | $72,446-97.4% | $67,561-97.2% | $145,877-98.7% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.4pp | 80.3%-7.0pp |
| Annual return | 9.90% | 7211.98%-7202.1pp | 3525.44%-3515.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $881 | $4,785-81.6% | $4,003-78.0% | $6,691-86.8% |
| Admin fee / account holder | $410 | $5,541-92.6% | $4,006-89.8% | $13,402-96.9% |