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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 | $16,442 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $834 | $5,478-84.8% | $4,821-82.7% | $4,754-82.5% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $8,322 | $16,155-48.5% | $13,212-37.0% | $11,409-27.1% |