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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 | $17,365 | $160,028-89.1% | $147,080-88.2% | $145,884-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.12% | 98.60%-71.5pp | 420.17%-393.0pp | 551.85%-524.7pp |
| Employer contribution / active EE | $1,024 | $5,286-80.6% | $4,933-79.3% | $4,662-78.0% |
| Participant deferral / active EE | $3,711 | $8,422-55.9% | $8,066-54.0% | $6,690-44.5% |
| Admin fee / account holder | $3,480 | $15,030-76.8% | $12,989-73.2% | $13,392-74.0% |