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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 | $16,948 | $175,231-90.3% | $149,696-88.7% | $139,466-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.13% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,028 | $5,478-81.2% | $4,821-78.7% | $4,754-78.4% |
| Participant deferral / active EE | $3,619 | $6,521-44.5% | $5,682-36.3% | $6,712-46.1% |
| Admin fee / account holder | $542 | $16,155-96.6% | $13,212-95.9% | $11,409-95.3% |