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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 | $9,433 | $135,645-93.0% | $110,243-91.4% | $135,379-93.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.66% | 513.24%-518.9pp | 314.76%-320.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $455 | $4,907-90.7% | $3,827-88.1% | $4,779-90.5% |
| Participant deferral / active EE | $1,943 | $5,507-64.7% | $4,672-58.4% | $5,609-65.4% |
| Admin fee / account holder | $335 | $11,458-97.1% | $8,548-96.1% | $10,828-96.9% |