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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 | $12,358 | $217,432-94.3% | $185,849-93.4% | $167,536-92.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 17.91% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,008 | $5,875-82.8% | $5,169-80.5% | $4,839-79.2% |
| Participant deferral / active EE | $5,556 | $6,357-12.6% | $5,569-0.2% | $6,342-12.4% |
| Admin fee / account holder | $513 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |