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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 | $18,713 | $65,084-71.2% | $67,681-72.4% | $64,340-70.9% |
| Participation rate | 74.8% | 66.7%+8.0pp | 73.7%+1.0pp | 55.2%+19.5pp |
| Annual return | 18.38% | 20.50%-2.1pp | 590.58%-572.2pp | 24.14%-5.8pp |
| Employer contribution / active EE | $574 | $2,398-76.1% | $2,678-78.6% | $1,862-69.1% |
| Participant deferral / active EE | $2,388 | $3,210-25.6% | $3,976-39.9% | $2,980-19.9% |
| Admin fee / account holder | $1,099 | $1,415-22.3% | $6,100-82.0% | $3,703-70.3% |