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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 | $3,775 | $198,814-98.1% | $198,814-98.1% | $289,147-98.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 508.33% | 15.34%+493.0pp | 12.03%+496.3pp | 12.61%+495.7pp |
| Employer contribution / active EE | $125 | $13,041-99.0% | $13,041-99.0% | $13,617-99.1% |
| Participant deferral / active EE | $900 | $5,545-83.8% | $5,545-83.8% | $5,372-83.2% |
| Admin fee / account holder | $1,000 | $10,102-90.1% | $10,102-90.1% | $23,026-95.7% |