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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 | $25,621 | $168,636-84.8% | $147,618-82.6% | $125,388-79.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.49% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,000 | $6,252-84.0% | $5,565-82.0% | $4,866-79.5% |
| Participant deferral / active EE | $2,070 | $5,507-62.4% | $4,895-57.7% | $5,352-61.3% |
| Admin fee / account holder | $2,205 | $13,580-83.8% | $11,612-81.0% | $9,541-76.9% |