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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 | $12,328 | $85,766-85.6% | $136,298-91.0% | $70,126-82.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.35% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $473 | $2,966-84.1% | $4,696-89.9% | $2,343-79.8% |
| Participant deferral / active EE | $2,855 | $5,051-43.5% | $6,247-54.3% | $3,332-14.3% |
| Admin fee / account holder | $1,582 | $5,421-70.8% | $9,244-82.9% | $4,645-66.0% |