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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 | $19,016 | $150,412-87.4% | $120,574-84.2% | $145,884-87.0% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 14.80% | 154.50%-139.7pp | 107.42%-92.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $707 | $4,355-83.8% | $3,471-79.6% | $4,662-84.8% |
| Participant deferral / active EE | $4,344 | $6,175-29.6% | $4,996-13.0% | $6,690-35.1% |
| Admin fee / account holder | $348 | $12,224-97.2% | $9,445-96.3% | $13,392-97.4% |