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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 | $9,986 | $111,830-91.1% | $93,696-89.3% | $145,884-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.17% | 204.08%-194.9pp | 133.74%-124.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $355 | $3,093-88.5% | $2,422-85.3% | $4,662-92.4% |
| Participant deferral / active EE | $1,267 | $4,920-74.2% | $4,417-71.3% | $6,690-81.1% |
| Admin fee / account holder | $535 | $10,249-94.8% | $8,287-93.5% | $13,392-96.0% |