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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 | $20,597 | $209,425-90.2% | $178,499-88.5% | $158,966-87.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.17% | 188.80%-178.6pp | 151.10%-140.9pp | 302.95%-292.8pp |
| Employer contribution / active EE | $461 | $5,707-91.9% | $5,011-90.8% | $4,762-90.3% |
| Participant deferral / active EE | $3,160 | $5,955-46.9% | $5,202-39.3% | $5,983-47.2% |
| Admin fee / account holder | $609 | $17,078-96.4% | $13,986-95.6% | $11,250-94.6% |