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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 | $215,365-98.2% | $215,365-98.2% | $282,363-98.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 76.7%+23.3pp | 81.3%+18.7pp |
| Annual return | 508.33% | 15.69%+492.6pp | 11.70%+496.6pp | 12.99%+495.3pp |
| Employer contribution / active EE | $125 | $9,562-98.7% | $9,562-98.7% | $11,682-98.9% |
| Participant deferral / active EE | $900 | $5,756-84.4% | $5,756-84.4% | $6,051-85.1% |
| Admin fee / account holder | $1,000 | $11,740-91.5% | $11,740-91.5% | $27,645-96.4% |