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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 | $25,045 | $183,988-86.4% | $162,177-84.6% | $152,897-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.75% | 150.79%-115.0pp | 115.60%-79.9pp | 345.43%-309.7pp |
| Employer contribution / active EE | $1,124 | $6,370-82.4% | $5,613-80.0% | $4,764-76.4% |
| Participant deferral / active EE | $13,256 | $8,032+65.0% | $7,297+81.7% | $5,851+126.5% |
| Admin fee / account holder | $1,825 | $13,123-86.1% | $10,843-83.2% | $11,599-84.3% |