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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 | $24,014 | $171,867-86.0% | $149,721-84.0% | $147,586-83.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 23.72% | 2113.36%-2089.6pp | 1501.67%-1477.9pp | 578.59%-554.9pp |
| Employer contribution / active EE | $940 | $6,275-85.0% | $5,444-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $3,252 | $7,270-55.3% | $6,568-50.5% | $5,439-40.2% |
| Admin fee / account holder | $1,028 | $13,799-92.5% | $11,282-90.9% | $10,886-90.6% |