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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 | $24,969 | $183,978-86.4% | $162,171-84.6% | $152,885-83.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.34% | 150.78%-122.4pp | 115.60%-87.3pp | 345.39%-317.0pp |
| Employer contribution / active EE | $497 | $6,370-92.2% | $5,613-91.2% | $4,763-89.6% |
| Participant deferral / active EE | $12,897 | $8,033+60.6% | $7,297+76.7% | $5,851+120.4% |
| Admin fee / account holder | $3,937 | $13,122-70.0% | $10,843-63.7% | $11,598-66.1% |