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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 | $12,056 | $159,978-92.5% | $147,041-91.8% | $145,978-91.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.94% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $377 | $5,288-92.9% | $4,935-92.4% | $4,662-91.9% |
| Participant deferral / active EE | $3,626 | $8,429-57.0% | $8,071-55.1% | $6,690-45.8% |
| Admin fee / account holder | $1,040 | $15,053-93.1% | $13,006-92.0% | $13,400-92.2% |