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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 | $5,477 | $76,368-92.8% | $67,681-91.9% | $154,746-96.5% |
| Participation rate | 86.7% | 79.0%+7.7pp | 73.7%+12.9pp | 80.7%+6.0pp |
| Annual return | 23.32% | 1066.77%-1043.5pp | 590.58%-567.3pp | 172.34%-149.0pp |
| Employer contribution / active EE | $115 | $3,151-96.3% | $2,678-95.7% | $4,379-97.4% |
| Participant deferral / active EE | $1,396 | $4,824-71.1% | $3,976-64.9% | $6,730-79.3% |
| Admin fee / account holder | $350 | $8,559-95.9% | $6,100-94.3% | $14,365-97.6% |