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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 | $8,280 | $202,342-95.9% | $172,752-95.2% | $152,897-94.6% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.5%-11.9pp |
| Annual return | 23.54% | 1029.83%-1006.3pp | 802.97%-779.4pp | 345.43%-321.9pp |
| Employer contribution / active EE | $633 | $5,858-89.2% | $5,144-87.7% | $4,764-86.7% |
| Participant deferral / active EE | $2,377 | $5,948-60.0% | $5,198-54.3% | $5,851-59.4% |
| Admin fee / account holder | $582 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |