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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 | $23,225 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.15% | 188.80%-163.6pp | 151.10%-126.0pp | 302.95%-277.8pp |
| Employer contribution / active EE | $700 | $5,707-87.7% | $5,011-86.0% | $4,762-85.3% |
| Participant deferral / active EE | $2,405 | $5,955-59.6% | $5,202-53.8% | $5,983-59.8% |
| Admin fee / account holder | $4,298 | $17,078-74.8% | $13,986-69.3% | $11,250-61.8% |