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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 | $4,644 | $159,978-97.1% | $147,041-96.8% | $145,978-96.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 21.57% | 98.36%-76.8pp | 419.21%-397.6pp | 550.52%-528.9pp |
| Employer contribution / active EE | $1,007 | $5,288-81.0% | $4,935-79.6% | $4,662-78.4% |
| Participant deferral / active EE | $3,120 | $8,429-63.0% | $8,071-61.3% | $6,690-53.4% |
| Admin fee / account holder | $336 | $15,053-97.8% | $13,006-97.4% | $13,400-97.5% |