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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 | $14,616 | $183,988-92.1% | $162,177-91.0% | $152,897-90.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.65% | 150.79%-124.1pp | 115.60%-88.9pp | 345.43%-318.8pp |
| Employer contribution / active EE | $580 | $6,370-90.9% | $5,613-89.7% | $4,764-87.8% |
| Participant deferral / active EE | $4,397 | $8,032-45.3% | $7,297-39.7% | $5,851-24.9% |
| Admin fee / account holder | $488 | $13,123-96.3% | $10,843-95.5% | $11,599-95.8% |