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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 | $27,483 | $198,457-86.2% | $170,435-83.9% | $147,586-81.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.87% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,271 | $6,183-79.4% | $5,432-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $3,658 | $5,629-35.0% | $4,939-25.9% | $5,439-32.7% |
| Admin fee / account holder | $1,958 | $16,852-88.4% | $13,881-85.9% | $10,886-82.0% |