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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 | $8,471 | $166,268-94.9% | $165,100-94.9% | $145,897-94.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.21% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,089 | $5,284-79.4% | $4,348-75.0% | $4,663-76.7% |
| Participant deferral / active EE | $3,984 | $6,964-42.8% | $6,035-34.0% | $6,689-40.4% |
| Admin fee / account holder | $703 | $16,659-95.8% | $12,696-94.5% | $13,390-94.7% |