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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 | $15,433 | $180,459-91.4% | $154,108-90.0% | $135,380-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.65% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $949 | $6,035-84.3% | $5,298-82.1% | $4,779-80.2% |
| Participant deferral / active EE | $3,715 | $5,806-36.0% | $5,081-26.9% | $5,609-33.8% |
| Admin fee / account holder | $1,372 | $16,145-91.5% | $13,411-89.8% | $10,828-87.3% |