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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 | $15,636 | $185,883-91.6% | $170,043-90.8% | $139,466-88.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.47% | 60.54%-30.1pp | 53.40%-22.9pp | 373.66%-343.2pp |
| Employer contribution / active EE | $1,096 | $7,596-85.6% | $6,790-83.9% | $4,754-77.0% |
| Participant deferral / active EE | $6,272 | $11,626-46.0% | $10,410-39.7% | $6,712-6.6% |
| Admin fee / account holder | $302 | $15,393-98.0% | $12,824-97.6% | $11,409-97.4% |