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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 | $10,119 | $63,346-84.0% | $92,240-89.0% | $70,126-85.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.95% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $487 | $2,471-80.3% | $3,680-86.8% | $2,343-79.2% |
| Participant deferral / active EE | $2,065 | $2,854-27.6% | $3,897-47.0% | $3,332-38.0% |
| Admin fee / account holder | $395 | $3,841-89.7% | $5,194-92.4% | $4,645-91.5% |