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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 | $28,320 | $209,874-86.5% | $189,537-85.1% | $167,536-83.1% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 10.66% | 748.61%-738.0pp | 555.34%-544.7pp | 478.82%-468.2pp |
| Employer contribution / active EE | $811 | $6,913-88.3% | $6,161-86.8% | $4,839-83.2% |
| Participant deferral / active EE | $3,877 | $8,934-56.6% | $8,220-52.8% | $6,342-38.9% |
| Admin fee / account holder | $337 | $14,299-97.6% | $12,048-97.2% | $12,315-97.3% |