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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 | $263,825-98.6% | $73,588-94.9% | $263,825-98.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 73.1%+26.9pp | 78.8%+21.2pp |
| Annual return | 508.33% | 13.08%+495.3pp | 16.52%+491.8pp | 13.08%+495.3pp |
| Employer contribution / active EE | $125 | $11,436-98.9% | $7,604-98.4% | $11,436-98.9% |
| Participant deferral / active EE | $900 | $5,893-84.7% | $5,478-83.6% | $5,893-84.7% |
| Admin fee / account holder | $1,000 | $32,179-96.9% | $12,208-91.8% | $32,179-96.9% |