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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 | $24,005 | $209,422-88.5% | $178,503-86.6% | $158,982-84.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.46% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,095 | $5,707-80.8% | $5,011-78.1% | $4,763-77.0% |
| Participant deferral / active EE | $2,854 | $5,955-52.1% | $5,202-45.1% | $5,983-52.3% |
| Admin fee / account holder | $441 | $17,079-97.4% | $13,987-96.8% | $11,252-96.1% |