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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 | $8,370 | $133,981-93.8% | $112,249-92.5% | $134,532-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.06% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $717 | $4,040-82.2% | $3,636-80.3% | $4,741-84.9% |
| Participant deferral / active EE | $3,506 | $5,292-33.7% | $4,729-25.9% | $6,401-45.2% |
| Admin fee / account holder | $431 | $7,492-94.3% | $6,412-93.3% | $11,429-96.2% |