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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 | $14,953 | $217,432-93.1% | $185,851-92.0% | $167,553-91.1% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 18.74% | 148.43%-129.7pp | 122.11%-103.4pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,203 | $5,874-79.5% | $5,168-76.7% | $4,840-75.1% |
| Participant deferral / active EE | $5,025 | $6,357-21.0% | $5,569-9.8% | $6,343-20.8% |
| Admin fee / account holder | $1,691 | $19,820-91.5% | $16,245-89.6% | $12,316-86.3% |