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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 | $2,522 | $154,159-98.4% | $130,026-98.1% | $139,456-98.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 127.55% | 32.50%+95.1pp | -137.26%+264.8pp | 373.45%-245.9pp |
| Employer contribution / active EE | $30 | $5,292-99.4% | $4,321-99.3% | $4,753-99.4% |
| Participant deferral / active EE | $2,973 | $6,710-55.7% | $5,821-48.9% | $6,711-55.7% |
| Admin fee / account holder | $334 | $14,001-97.6% | $10,608-96.8% | $11,407-97.1% |