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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 | $28,895 | $209,422-86.2% | $178,503-83.8% | $158,982-81.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $980 | $5,707-82.8% | $5,011-80.5% | $4,763-79.4% |
| Participant deferral / active EE | $2,219 | $5,955-62.7% | $5,202-57.4% | $5,983-62.9% |
| Admin fee / account holder | $711 | $17,079-95.8% | $13,987-94.9% | $11,252-93.7% |