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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 | $24,358 | $202,342-88.0% | $172,753-85.9% | $152,909-84.1% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.8pp |
| Annual return | 16.02% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.4pp |
| Employer contribution / active EE | $871 | $5,857-85.1% | $5,144-83.1% | $4,764-81.7% |
| Participant deferral / active EE | $2,466 | $5,948-58.5% | $5,198-52.6% | $5,851-57.9% |
| Admin fee / account holder | $3,656 | $17,112-78.6% | $13,956-73.8% | $11,601-68.5% |