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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 | $22,374 | $227,291-90.2% | $214,702-89.6% | $155,188-85.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.30% | 60.08%-40.8pp | 54.55%-35.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,417 | $6,772-79.1% | $6,461-78.1% | $4,248-66.6% |
| Participant deferral / active EE | $4,932 | $9,582-48.5% | $9,147-46.1% | $6,531-24.5% |
| Admin fee / account holder | $963 | $20,413-95.3% | $19,830-95.1% | $14,480-93.3% |