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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 | $27,811 | $202,342-86.3% | $172,752-83.9% | $152,897-81.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.26% | 1029.83%-998.6pp | 802.97%-771.7pp | 345.43%-314.2pp |
| Employer contribution / active EE | $1,018 | $5,858-82.6% | $5,144-80.2% | $4,764-78.6% |
| Participant deferral / active EE | $5,961 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $849 | $17,111-95.0% | $13,955-93.9% | $11,599-92.7% |