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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 | $6,545 | $160,070-95.9% | $147,117-95.6% | $145,897-95.5% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 146.19% | 98.69%+47.5pp | 420.54%-274.3pp | 552.29%-406.1pp |
| Employer contribution / active EE | $766 | $5,285-85.5% | $4,932-84.5% | $4,663-83.6% |
| Participant deferral / active EE | $2,695 | $8,419-68.0% | $8,065-66.6% | $6,689-59.7% |
| Admin fee / account holder | $338 | $15,035-97.7% | $12,993-97.4% | $13,390-97.5% |