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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 | $6,457 | $180,749-96.4% | $160,784-96.0% | $137,256-95.3% |
| Participation rate | 85.0% | 80.0%+5.0pp | 77.0%+8.0pp | 80.0%+5.0pp |
| Annual return | 19.27% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $428 | $4,155-89.7% | $3,733-88.5% | $4,156-89.7% |
| Participant deferral / active EE | $1,981 | $6,844-71.1% | $6,293-68.5% | $6,407-69.1% |
| Admin fee / account holder | $1,178 | $10,397-88.7% | $9,717-87.9% | $12,270-90.4% |