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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 | $11,300 | $148,629-92.4% | $135,982-91.7% | $139,487-91.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 885.88% | 79.33%+806.5pp | 68.32%+817.6pp | 373.84%+512.0pp |
| Employer contribution / active EE | $977 | $5,247-81.4% | $4,859-79.9% | $4,755-79.5% |
| Participant deferral / active EE | $4,818 | $8,102-40.5% | $7,760-37.9% | $6,713-28.2% |
| Admin fee / account holder | $951 | $12,406-92.3% | $10,767-91.2% | $11,407-91.7% |