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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 | $2,976 | $69,708-95.7% | $67,560-95.6% | $74,478-96.0% |
| Participation rate | 90.9% | 71.4%+19.5pp | 72.9%+18.0pp | 67.2%+23.7pp |
| Annual return | 18.65% | -40.67%+59.3pp | 3533.50%-3514.8pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $509 | $2,715-81.3% | $2,737-81.4% | $2,626-80.6% |
| Participant deferral / active EE | $1,335 | $3,637-63.3% | $4,004-66.7% | $4,350-69.3% |
| Admin fee / account holder | $366 | $887-58.7% | $3,994-90.8% | $1,946-81.2% |