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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 | $29,889 | $202,342-85.2% | $172,753-82.7% | $152,909-80.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 28.70% | 1029.88%-1001.2pp | 803.00%-774.3pp | 345.46%-316.8pp |
| Employer contribution / active EE | $623 | $5,857-89.4% | $5,144-87.9% | $4,764-86.9% |
| Participant deferral / active EE | $5,675 | $5,948-4.6% | $5,198+9.2% | $5,851-3.0% |
| Admin fee / account holder | $9,837 | $17,112-42.5% | $13,956-29.5% | $11,601-15.2% |