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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 | $13,032 | $175,257-92.6% | $149,717-91.3% | $139,456-90.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.70%-147.9pp | 134.41%-115.6pp | 373.45%-354.6pp |
| Employer contribution / active EE | $684 | $5,477-87.5% | $4,820-85.8% | $4,753-85.6% |
| Participant deferral / active EE | $4,313 | $6,521-33.9% | $5,682-24.1% | $6,711-35.7% |
| Admin fee / account holder | $948 | $16,156-94.1% | $13,213-92.8% | $11,407-91.7% |