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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 | $12,253 | $166,131-92.6% | $164,975-92.6% | $145,877-91.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 13.20% | 100.37%-87.2pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,009 | $5,276-80.9% | $4,343-76.8% | $4,663-78.4% |
| Participant deferral / active EE | $2,383 | $6,962-65.8% | $6,033-60.5% | $6,691-64.4% |
| Admin fee / account holder | $1,077 | $16,648-93.5% | $12,688-91.5% | $13,402-92.0% |