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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 | $15,241 | $160,070-90.5% | $147,117-89.6% | $145,897-89.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 30.27% | 98.69%-68.4pp | 420.54%-390.3pp | 552.29%-522.0pp |
| Employer contribution / active EE | $796 | $5,285-84.9% | $4,932-83.9% | $4,663-82.9% |
| Participant deferral / active EE | $3,183 | $8,419-62.2% | $8,065-60.5% | $6,689-52.4% |
| Admin fee / account holder | $2,062 | $15,035-86.3% | $12,993-84.1% | $13,390-84.6% |