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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 | $14,134 | $160,028-91.2% | $147,080-90.4% | $145,884-90.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 16.12% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $54 | $5,286-99.0% | $4,933-98.9% | $4,662-98.9% |
| Participant deferral / active EE | $3,600 | $8,422-57.3% | $8,066-55.4% | $6,690-46.2% |
| Admin fee / account holder | $446 | $15,030-97.0% | $12,989-96.6% | $13,392-96.7% |