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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 | $11,558 | $138,076-91.6% | $123,553-90.6% | $135,380-91.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.97% | 153.70%-127.7pp | 119.21%-93.2pp | 519.81%-493.8pp |
| Employer contribution / active EE | $584 | $5,152-88.7% | $4,628-87.4% | $4,779-87.8% |
| Participant deferral / active EE | $2,976 | $6,800-56.2% | $6,426-53.7% | $5,609-46.9% |
| Admin fee / account holder | $654 | $10,917-94.0% | $9,284-93.0% | $10,828-94.0% |