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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 | $19,606 | $198,457-90.1% | $170,435-88.5% | $147,586-86.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.77% | 257.30%-244.5pp | 205.94%-193.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $470 | $6,183-92.4% | $5,432-91.3% | $4,876-90.4% |
| Participant deferral / active EE | $3,455 | $5,629-38.6% | $4,939-30.0% | $5,439-36.5% |
| Admin fee / account holder | $3,096 | $16,852-81.6% | $13,881-77.7% | $10,886-71.6% |