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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 | $16,875 | $73,787-77.1% | $98,716-82.9% | $82,448-79.5% |
| Participation rate | 85.5% | 61.4%+24.1pp | 69.3%+16.2pp | 68.1%+17.5pp |
| Annual return | 329.96% | 18.57%+311.4pp | 31.81%+298.2pp | 41.64%+288.3pp |
| Employer contribution / active EE | $3 | $1,511-99.8% | $2,279-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $2,843 | $3,081-7.7% | $4,048-29.8% | $4,139-31.3% |
| Admin fee / account holder | $1,838 | $6,500-71.7% | $8,703-78.9% | $7,234-74.6% |