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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 | $22,227 | $150,442-85.2% | $136,295-83.7% | $147,585-84.9% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 18.69% | 1049.09%-1030.4pp | 5155.97%-5137.3pp | 578.56%-559.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,006 | $6,630+5.7% | $6,247+12.2% | $5,439+28.8% |
| Admin fee / account holder | $940 | $10,905-91.4% | $9,243-89.8% | $10,885-91.4% |