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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 | $30,874 | $202,342-84.7% | $172,752-82.1% | $152,897-79.8% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 24.19% | 1029.83%-1005.6pp | 802.97%-778.8pp | 345.43%-321.2pp |
| Employer contribution / active EE | $960 | $5,858-83.6% | $5,144-81.3% | $4,764-79.9% |
| Participant deferral / active EE | $3,260 | $5,948-45.2% | $5,198-37.3% | $5,851-44.3% |
| Admin fee / account holder | $925 | $17,111-94.6% | $13,955-93.4% | $11,599-92.0% |