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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 | $15,033 | $56,197-73.2% | $67,652-77.8% | $59,633-74.8% |
| Participation rate | 93.8% | 71.5%+22.4pp | 75.7%+18.2pp | 68.7%+25.2pp |
| Annual return | -1.74% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $283 | $1,615-82.5% | $2,266-87.5% | $2,203-87.2% |
| Participant deferral / active EE | $1,646 | $2,844-42.1% | $3,560-53.8% | $3,192-48.4% |
| Admin fee / account holder | $391 | $3,958-90.1% | $4,821-91.9% | $4,297-90.9% |