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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 | $31,944 | $198,462-83.9% | $170,439-81.3% | $147,585-78.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.63% | 257.30%-240.7pp | 205.94%-189.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | $1,271 | $6,184-79.4% | $5,433-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $2,701 | $5,629-52.0% | $4,939-45.3% | $5,439-50.3% |
| Admin fee / account holder | $1,287 | $16,852-92.4% | $13,881-90.7% | $10,886-88.2% |