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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 | $18,898 | $185,883-89.8% | $170,043-88.9% | $139,466-86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $394 | $7,596-94.8% | $6,790-94.2% | $4,754-91.7% |
| Participant deferral / active EE | $18,122 | $11,626+55.9% | $10,410+74.1% | $6,712+170.0% |
| Admin fee / account holder | $507 | $15,393-96.7% | $12,824-96.0% | $11,409-95.6% |