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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 | $16,760 | $209,425-92.0% | $178,499-90.6% | $158,966-89.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 10.84% | 188.80%-178.0pp | 151.10%-140.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $444 | $5,707-92.2% | $5,011-91.1% | $4,762-90.7% |
| Participant deferral / active EE | $2,212 | $5,955-62.9% | $5,202-57.5% | $5,983-63.0% |
| Admin fee / account holder | $1,754 | $17,078-89.7% | $13,986-87.5% | $11,250-84.4% |