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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 | $15,048 | $167,362-91.0% | $143,799-89.5% | $134,532-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 67.16% | 0.47%+66.7pp | -0.04%+67.2pp | 418.27%-351.1pp |
| Employer contribution / active EE | $1,144 | $5,620-79.7% | $4,952-76.9% | $4,741-75.9% |
| Participant deferral / active EE | $2,427 | $6,447-62.4% | $5,638-57.0% | $6,401-62.1% |
| Admin fee / account holder | $445 | $18,094-97.5% | $14,677-97.0% | $11,429-96.1% |