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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 | $17,178 | $185,856-90.8% | $170,028-89.9% | $139,456-87.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.54% | 60.52%-23.0pp | 53.39%-15.8pp | 373.45%-335.9pp |
| Employer contribution / active EE | $1,356 | $7,593-82.1% | $6,788-80.0% | $4,753-71.5% |
| Participant deferral / active EE | $4,759 | $11,623-59.1% | $10,409-54.3% | $6,711-29.1% |
| Admin fee / account holder | $2,079 | $15,387-86.5% | $12,820-83.8% | $11,407-81.8% |