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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 | $12,018 | $185,883-93.5% | $170,043-92.9% | $139,466-91.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,119 | $7,596-85.3% | $6,790-83.5% | $4,754-76.5% |
| Participant deferral / active EE | $4,614 | $11,626-60.3% | $10,410-55.7% | $6,712-31.3% |
| Admin fee / account holder | $789 | $15,393-94.9% | $12,824-93.8% | $11,409-93.1% |