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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 | $28,850 | $171,492-83.2% | $150,734-80.9% | $198,609-85.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.69% | 804.70%-787.0pp | 600.81%-583.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $455 | $5,470-91.7% | $4,918-90.8% | $5,055-91.0% |
| Participant deferral / active EE | $2,859 | $6,259-54.3% | $5,610-49.0% | $6,977-59.0% |
| Admin fee / account holder | $1,774 | $17,628-89.9% | $14,905-88.1% | $19,030-90.7% |