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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 | $69,745-95.7% | $67,511-95.6% | $74,546-96.0% |
| Participation rate | 90.9% | 71.3%+19.6pp | 72.9%+18.0pp | 67.2%+23.7pp |
| Annual return | 18.65% | -40.37%+59.0pp | 3517.41%-3498.8pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $509 | $2,705-81.2% | $2,733-81.4% | $2,624-80.6% |
| Participant deferral / active EE | $1,335 | $3,636-63.3% | $4,000-66.6% | $4,347-69.3% |
| Admin fee / account holder | $366 | $894-59.0% | $3,999-90.8% | $1,944-81.2% |