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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 | $9,637 | $198,457-95.1% | $170,435-94.3% | $147,586-93.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.53% | 257.30%-229.8pp | 205.94%-178.4pp | 578.59%-551.1pp |
| Employer contribution / active EE | $1,228 | $6,183-80.1% | $5,432-77.4% | $4,876-74.8% |
| Participant deferral / active EE | $2,478 | $5,629-56.0% | $4,939-49.8% | $5,439-54.4% |
| Admin fee / account holder | $935 | $16,852-94.4% | $13,881-93.3% | $10,886-91.4% |