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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 | $69,774-95.7% | $67,561-95.6% | $74,429-96.0% |
| Participation rate | 90.9% | 71.4%+19.5pp | 72.9%+18.0pp | 67.2%+23.7pp |
| Annual return | 18.65% | -40.53%+59.2pp | 3525.44%-3506.8pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $509 | $2,710-81.2% | $2,735-81.4% | $2,625-80.6% |
| Participant deferral / active EE | $1,335 | $3,636-63.3% | $4,003-66.7% | $4,348-69.3% |
| Admin fee / account holder | $366 | $890-58.8% | $4,006-90.9% | $1,944-81.2% |