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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 | $22,865 | $198,462-88.5% | $170,439-86.6% | $147,585-84.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.78% | 257.30%-245.5pp | 205.94%-194.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $878 | $6,184-85.8% | $5,433-83.8% | $4,876-82.0% |
| Participant deferral / active EE | $3,187 | $5,629-43.4% | $4,939-35.5% | $5,439-41.4% |
| Admin fee / account holder | $3,631 | $16,852-78.5% | $13,881-73.8% | $10,886-66.6% |