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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 | $8,472 | $180,749-95.3% | $160,784-94.7% | $137,256-93.8% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 21.43% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $438 | $4,155-89.5% | $3,733-88.3% | $4,156-89.5% |
| Participant deferral / active EE | $3,998 | $6,844-41.6% | $6,293-36.5% | $6,407-37.6% |
| Admin fee / account holder | $874 | $10,397-91.6% | $9,717-91.0% | $12,270-92.9% |