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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 | $9,572 | $175,259-94.5% | $149,723-93.6% | $139,487-93.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 53.62% | 166.82%-113.2pp | 134.50%-80.9pp | 373.84%-320.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,121 | $6,522+24.5% | $5,682+42.9% | $6,713+21.0% |
| Admin fee / account holder | $443 | $16,158-97.3% | $13,215-96.7% | $11,407-96.1% |