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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 | $19,388 | $180,462-89.3% | $154,111-87.4% | $135,379-85.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | 2.81% | 888.17%-885.4pp | 735.18%-732.4pp | 519.79%-517.0pp |
| Employer contribution / active EE | $949 | $6,036-84.3% | $5,298-82.1% | $4,779-80.1% |
| Participant deferral / active EE | $3,801 | $5,806-34.5% | $5,081-25.2% | $5,609-32.2% |
| Admin fee / account holder | $792 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |