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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 | $5,955 | $166,242-96.4% | $165,071-96.4% | $145,884-95.9% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 14.69% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $26 | $5,283-99.5% | $4,347-99.4% | $4,662-99.5% |
| Participant deferral / active EE | $2,569 | $6,964-63.1% | $6,035-57.4% | $6,690-61.6% |
| Admin fee / account holder | $343 | $16,658-97.9% | $12,695-97.3% | $13,392-97.4% |