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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 | $10,963 | $166,242-93.4% | $165,071-93.4% | $145,884-92.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.05% | 100.44%-85.4pp | 70.17%-55.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $478 | $5,283-90.9% | $4,347-89.0% | $4,662-89.7% |
| Participant deferral / active EE | $2,525 | $6,964-63.7% | $6,035-58.2% | $6,690-62.3% |
| Admin fee / account holder | $521 | $16,658-96.9% | $12,695-95.9% | $13,392-96.1% |