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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 | $15,863 | $148,629-89.3% | $135,982-88.3% | $139,487-88.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $958 | $5,247-81.7% | $4,859-80.3% | $4,755-79.9% |
| Participant deferral / active EE | $11,048 | $8,102+36.4% | $7,760+42.4% | $6,713+64.6% |
| Admin fee / account holder | $439 | $12,406-96.5% | $10,767-95.9% | $11,407-96.2% |