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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 | $29,012 | $202,342-85.7% | $172,752-83.2% | $152,897-81.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.68% | 1029.83%-1007.1pp | 802.97%-780.3pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,004 | $5,858-82.9% | $5,144-80.5% | $4,764-78.9% |
| Participant deferral / active EE | $2,089 | $5,948-64.9% | $5,198-59.8% | $5,851-64.3% |
| Admin fee / account holder | $303 | $17,111-98.2% | $13,955-97.8% | $11,599-97.4% |