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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 | $24,844 | $202,342-87.7% | $172,753-85.6% | $152,909-83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.97% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $945 | $5,857-83.9% | $5,144-81.6% | $4,764-80.2% |
| Participant deferral / active EE | $2,471 | $5,948-58.5% | $5,198-52.5% | $5,851-57.8% |
| Admin fee / account holder | $355 | $17,112-97.9% | $13,956-97.5% | $11,601-96.9% |