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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 | $15,063 | $159,978-90.6% | $147,041-89.8% | $145,978-89.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.95% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $100 | $5,288-98.1% | $4,935-98.0% | $4,662-97.9% |
| Participant deferral / active EE | $7,428 | $8,429-11.9% | $8,071-8.0% | $6,690+11.0% |
| Admin fee / account holder | $2,370 | $15,053-84.3% | $13,006-81.8% | $13,400-82.3% |