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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 | $7,452 | $202,345-96.3% | $172,755-95.7% | $152,885-95.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 41.14% | 1029.77%-988.6pp | 802.94%-761.8pp | 345.39%-304.3pp |
| Employer contribution / active EE | $1,193 | $5,858-79.6% | $5,144-76.8% | $4,763-75.0% |
| Participant deferral / active EE | $2,451 | $5,948-58.8% | $5,198-52.8% | $5,851-58.1% |
| Admin fee / account holder | $660 | $17,111-96.1% | $13,955-95.3% | $11,598-94.3% |