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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 | $67,594-72.3% | $77,361-75.8% | $69,733-73.2% |
| Participation rate | 74.8% | 71.7%+3.1pp | 75.0%-0.2pp | 62.5%+12.3pp |
| Annual return | 18.38% | 19.20%-0.8pp | 1011.54%-993.2pp | 15.22%+3.2pp |
| Employer contribution / active EE | $574 | $2,649-78.3% | $2,990-80.8% | $2,250-74.5% |
| Participant deferral / active EE | $2,388 | $3,401-29.8% | $3,911-38.9% | $3,054-21.8% |
| Admin fee / account holder | $1,099 | $1,159-5.2% | $5,894-81.3% | $3,102-64.6% |