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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 | $16,929 | $150,447-88.7% | $136,298-87.6% | $147,586-88.5% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 14.99% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,696-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $2,442 | $6,631-63.2% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $2,388 | $10,906-78.1% | $9,244-74.2% | $10,886-78.1% |