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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 | $16,233 | $183,592-91.2% | $155,574-89.6% | $145,877-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $678 | $5,317-87.2% | $4,676-85.5% | $4,663-85.5% |
| Participant deferral / active EE | $2,999 | $6,466-53.6% | $5,629-46.7% | $6,691-55.2% |
| Admin fee / account holder | $1,977 | $19,316-89.8% | $15,914-87.6% | $13,402-85.2% |