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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 | $25,738 | $202,342-87.3% | $172,753-85.1% | $152,909-83.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.97% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $483 | $5,857-91.8% | $5,144-90.6% | $4,764-89.9% |
| Participant deferral / active EE | $5,159 | $5,948-13.3% | $5,198-0.8% | $5,851-11.8% |
| Admin fee / account holder | $2,290 | $17,112-86.6% | $13,956-83.6% | $11,601-80.3% |