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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 | $29,534 | $198,457-85.1% | $170,435-82.7% | $147,586-80.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.30% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $669 | $6,183-89.2% | $5,432-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $3,801 | $5,629-32.5% | $4,939-23.1% | $5,439-30.1% |
| Admin fee / account holder | $2,623 | $16,852-84.4% | $13,881-81.1% | $10,886-75.9% |