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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 | $27,241 | $198,462-86.3% | $170,439-84.0% | $147,585-81.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.69% | 257.30%-243.6pp | 205.94%-192.2pp | 578.58%-564.9pp |
| Employer contribution / active EE | $748 | $6,184-87.9% | $5,433-86.2% | $4,876-84.7% |
| Participant deferral / active EE | $7,959 | $5,629+41.4% | $4,939+61.1% | $5,439+46.3% |
| Admin fee / account holder | $313 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |